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Constellation Energy shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Constellation Energy by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 585 350.90

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding Constellation Energy

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

View all funds holding Constellation Energy