Northwest Financial Advisors »

Constellation Energy shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial Advisors investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Constellation Energy by Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 828 329.17
2025-06-30 $267k 828 322.86
2024-09-30 $215k 828 260.10
2024-06-30 $229k 1.1k 200.27
2024-03-31 $233k 1.3k 184.85
2023-12-31 $114k 974 116.92

More positions owned by Northwest Financial Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Actively Managed Exc Total Return (GTO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Brookfield Corp Cl A Ltd Vt Sh (BN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Northwest Financial Advisors

Top funds holding Constellation Energy

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

View all funds holding Constellation Energy