Constellation Energy shares owned by Summit Financial
Quarter-by-quarter ownership of Constellation Energy (CEG) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Constellation Energy
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Quarterly reported holdings in Constellation Energy by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 17k | 329.07 |
| 2025-06-30 | $5.1M | 16k | 322.76 |
| 2025-03-31 | $2.7M | 13k | 201.63 |
| 2024-12-31 | $1.8M | 8.0k | 223.71 |
| 2024-09-30 | $1.9M | 7.1k | 260.00 |
| 2024-06-30 | $270k | 1.3k | 200.27 |