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Constellation Energy shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

All positions including Constellation Energy held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Constellation Energy by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $370k 1.4k 260.01
2024-06-30 $253k 1.4k 184.83
2024-03-31 $253k 1.4k 184.83

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Constellation Energy

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
BlackRock
State Street Corporation
Capital World Investors
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Capital Research Global Investors
Invesco
Northern Trust
International Assets Investment Management
Lone Pine Capital

View all funds holding Constellation Energy