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Constellation Energy shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Constellation Energy by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $489k 1.5k 329.07
2025-06-30 $475k 1.5k 322.76
2025-03-31 $296k 1.5k 201.63
2024-12-31 $329k 1.5k 223.71
2023-09-30 $201k 1.8k 109.08
2023-03-31 $15k 192 78.50

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View all positions for WealthPlan Investment 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