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Constellation Energy shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Constellation Energy

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

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Quarterly reported holdings in Constellation Energy by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 743 353.28
2024-06-30 $3.4k 17 200.29

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

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