Constellation Energy shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Constellation Energy
Tip: Access up to 7 years of quarterly data
All positions including Constellation Energy held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Constellation Energy by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $804k | 2.4k | 329.08 |
| 2025-06-30 | $655k | 2.0k | 322.73 |
| 2025-03-31 | $423k | 2.1k | 201.59 |
| 2024-12-31 | $451k | 2.0k | 223.73 |
| 2024-09-30 | $527k | 2.0k | 260.01 |
| 2024-06-30 | $392k | 2.0k | 200.23 |
| 2024-03-31 | $362k | 2.0k | 184.87 |
| 2023-12-31 | $230k | 2.0k | 116.88 |
| 2023-09-30 | $213k | 2.0k | 109.10 |
| 2023-06-30 | $176k | 1.9k | 91.54 |
| 2023-03-31 | $151k | 1.9k | 78.51 |
| 2022-12-31 | $162k | 1.9k | 86.19 |
| 2022-09-30 | $156k | 1.9k | 83.20 |
| 2022-06-30 | $104k | 1.8k | 57.33 |
| 2022-03-31 | $102k | 1.8k | 56.23 |