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Abich Financial Wealth Management’s Constellation Energy CEG Stock Holding History

Abich Financial Wealth Management’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$143K Buy
+436
New +$141K 0.05% 164
2024
Q3 		$10.4K Buy
40
+32
+400% +$6.36K 0.02% 197
2024
Q2 		$1.6K Buy
+8
New +$1.63K ﹤0.01% 520
2024
Q1 		– Sell
-117
Closed -$13.7K – 561
2023
Q4 		$13.7K Buy
+117
New +$13.7K 0.01% 197

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Abich Financial Wealth Management's CEG Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Constellation Energy (CEG) in Q3 2025: 436 shares worth $143K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in CEG as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in CEG in Q4 2023 and has held it in 4 quarters since. 1,823 funds tracked by Wall St. Rank hold CEG as of Q3 2025.

  • Abich Financial Wealth Management held 436 shares of Constellation Energy worth $143K as of Q3 2025.
  • Constellation Energy was a new Abich Financial Wealth Management position in Q3 2025.
  • Constellation Energy made up 0.05% of Abich Financial Wealth Management's portfolio in Q3 2025, its #164 holding.
  • Abich Financial Wealth Management first reported a position in Constellation Energy in Q4 2023 and has held it in 4 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.