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Constellation Energy shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Constellation Energy by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 828 329.15
2025-06-30 $268k 831 322.84

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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