Constellation Energy shares owned by Root Financial Partners
Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Constellation Energy
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Quarterly reported holdings in Constellation Energy by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $232k | 936 | 248.29 |
| 2026-03-31 | $281k | 1.0k | 279.17 |
| 2025-12-31 | $336k | 951 | 353.16 |
| 2025-09-30 | $243k | 738 | 328.94 |