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Constellation Energy shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Constellation Energy by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 1.1k 329.09
2025-06-30 $279k 864 322.76
2023-12-31 $5.0k 44 113.64
2023-09-30 $5.0k 44 113.64
2023-06-30 $4.0k 44 90.91
2023-03-31 $5.0k 69 72.46
2022-12-31 $3.0k 30 100.00

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

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