Gradient Capital Advisors »

Constellation Energy shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Constellation Energy by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $416k 1.3k 329.17
2025-06-30 $407k 1.3k 322.84
2025-03-31 $233k 1.2k 201.68
2024-12-31 $255k 1.1k 223.74
2024-09-30 $265k 1.0k 260.05

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Vanguard Large-cap Etf Etf (VV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Microsoft Corp Stock (MSFT)
Jpmorgan Chase & Co Stock (JPM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Tesla Stock (TSLA)

View all positions for Gradient Capital Advisors

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