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Constellation Energy shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Constellation Energy

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

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Quarterly reported holdings in Constellation Energy by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $51k 194 260.12
2024-06-30 $36k 179 199.92
2024-03-31 $33k 178 185.24

More positions owned by Rise Advisors

Vanguard Value Etf 0 (VTV)
Vanguard Growth Etf 0 (VUG)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
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Microsoft Corp 0 (MSFT)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Amazon 0 (AMZN)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding Constellation Energy

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Franklin Resources
International Assets Investment Management
Invesco
Charles Schwab Investment Management
Lone Pine Capital
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co

View all funds holding Constellation Energy