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Constellation Energy shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth Advisors investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Constellation Energy by Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 3.0k 329.11
2025-06-30 $983k 3.0k 322.77
2025-03-31 $620k 3.1k 201.61

More positions owned by Strategies Wealth Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

Top funds holding Constellation Energy

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

View all funds holding Constellation Energy