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Constellation Energy shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Constellation Energy by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $697k 2.0k 353.35
2024-12-31 $235k 1.1k 223.72
2024-09-30 $219k 841 259.91

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First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust State Street Spd (KBE)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Morris Retirement Advisors

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