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Constellation Energy shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

All positions including Constellation Energy held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Constellation Energy by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $288k 2.5k 116.89
2023-09-30 $269k 2.5k 109.08
2023-06-30 $227k 2.5k 91.55
2023-03-31 $209k 2.7k 78.50
2022-12-31 $205k 2.4k 86.21

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World Gold Tr Spdr Gld Minis
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Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Constellation Energy

Vanguard Group
T. Rowe Price Associates
Orbis Allan Gray
Bank of New York Mellon
Norges Bank Investment Management
Legal & General Group
Charles Schwab Investment Management
Wellington Management Company
Jennison Associates
Barclays
Jpmorgan Chase & Co
Goldman Sachs Group
Ubs Global Asset Management Americas
Rare Infrastructure
Voloridge Investment Management

View all funds holding Constellation Energy