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Constellation Energy shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

All positions including Constellation Energy held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Constellation Energy by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 583 353.27
2024-09-30 $231k 887 260.02
2024-03-31 $217k 1.2k 184.85

More positions owned by Keudell/Morrison Wealth Management

Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Constellation Energy

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
FMR
Geode Capital Management
Jennison Associates
Coatue Management
Wells Fargo & Company
Norges Bank Investment Management
Susquehanna International
Invesco
Bank of New York Mellon
Jpmorgan Chase & Co
Northern Trust

View all funds holding Constellation Energy