Constellation Energy shares owned by Heritage Trust
Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Constellation Energy
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Quarterly reported holdings in Constellation Energy by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $509k | 1.5k | 329.07 |
| 2025-06-30 | $499k | 1.5k | 322.76 |
| 2025-03-31 | $312k | 1.5k | 201.63 |
| 2024-12-31 | $346k | 1.5k | 223.71 |
| 2024-06-30 | $315k | 1.6k | 200.27 |
| 2024-03-31 | $286k | 1.5k | 184.85 |