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Constellation Energy shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Constellation Energy by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $41k 181 223.71
2024-09-30 $47k 181 260.02
2024-03-31 $34k 181 184.85
2023-12-31 $21k 181 116.90

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Constellation Energy

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
State Street Corporation
FMR
Capital World Investors
Coatue Management
T. Rowe Price Associates
Geode Capital Management
Bank of New York Mellon
Capital Research Global Investors
Invesco
Northern Trust
Lone Pine Capital
Susquehanna International

View all funds holding Constellation Energy