Constellation Energy shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Constellation Energy
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Quarterly reported holdings in Constellation Energy by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 18k | 329.07 |
| 2025-06-30 | $5.1M | 16k | 322.76 |
| 2025-03-31 | $2.3M | 11k | 201.64 |
| 2024-12-31 | $1.7M | 7.6k | 223.70 |
| 2024-09-30 | $1.3M | 4.9k | 260.03 |
| 2024-06-30 | $1.0M | 5.0k | 200.27 |
| 2024-03-31 | $759k | 4.1k | 184.83 |
| 2023-12-31 | $498k | 4.3k | 116.89 |
| 2023-09-30 | $508k | 4.7k | 109.07 |
| 2023-06-30 | $514k | 5.6k | 91.55 |
| 2023-03-31 | $463k | 5.9k | 78.50 |
| 2022-09-30 | $496k | 6.0k | 83.12 |
| 2022-06-30 | $330k | 5.8k | 57.31 |
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