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Constellation Energy shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in Constellation Energy

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

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Quarterly reported holdings in Constellation Energy by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 677 329.07
2025-06-30 $219k 677 322.76
2023-06-30 $214k 2.3k 91.55
2022-12-31 $203k 2.4k 86.21

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut Wealth Management

Top funds holding Constellation Energy

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jennison Associates
Coatue Management
Wells Fargo & Company
Susquehanna International
Invesco
Bank of New York Mellon
Jpmorgan Chase & Co
Northern Trust

View all funds holding Constellation Energy