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Constellation Energy shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

All positions including Constellation Energy held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Constellation Energy by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.2k 16 322.75
2025-03-31 $2.8k 13 215.46
2024-12-31 $1.8k 8 223.75

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Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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