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Constellation Energy shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison Wealth Management investment in Constellation Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Constellation Energy by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $217k 1.2k 184.85

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Constellation Energy

Vanguard Group
BlackRock
T. Rowe Price Associates
FMR
Geode Capital Management
Franklin Resources
Bank of New York Mellon
Morgan Stanley
Northern Trust
Orbis Allan Gray
Legal & General Group
Charles Schwab Investment Management
Wellington Management Company
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding Constellation Energy