Constellation Energy shares owned by Forum Financial Management
Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Constellation Energy
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Quarterly reported holdings in Constellation Energy by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $595k | 2.1k | 279.24 |
| 2025-12-31 | $931k | 2.6k | 353.29 |
| 2025-09-30 | $812k | 2.5k | 329.05 |
| 2025-06-30 | $754k | 2.3k | 322.70 |
| 2025-03-31 | $300k | 1.5k | 201.57 |
| 2024-12-31 | $341k | 1.5k | 223.78 |
| 2024-09-30 | $630k | 2.4k | 260.02 |
| 2024-06-30 | $422k | 2.1k | 200.27 |
| 2024-03-31 | $409k | 2.2k | 184.85 |
| 2023-12-31 | $272k | 2.3k | 116.89 |
| 2023-09-30 | $277k | 2.5k | 109.08 |
| 2023-06-30 | $255k | 2.8k | 91.55 |
| 2023-03-31 | $240k | 3.1k | 78.50 |
More positions owned by Forum Financial Management
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