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Advanced Portfolio Management’s Constellation Energy CEG Stock Holding History

Advanced Portfolio 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
Q4 		– Sell
-8
Closed -$2.63K – 54
2025
Q3 		$2.63K Buy
+8
New +$2.58K 0.01% 74
2023
Q3 		– Sell
-5,302
Closed -$485K – 75
2023
Q2 		$485K Buy
+5,302
New +$440K 0.44% 54

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $145B AUM 34.61% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Advanced Portfolio Management's CEG Position: Q4 2025 in Review

Advanced Portfolio Management sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 8 shares — an estimated $2.63K sold.

Advanced Portfolio Management first reported a position in CEG in Q2 2023 and held it in 2 quarters. The position peaked at $485K in Q2 2023. 2,001 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Advanced Portfolio Management reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Advanced Portfolio Management sold 8 Constellation Energy shares in Q4 2025, an estimated $2.63K.
  • Advanced Portfolio Management first reported a position in Constellation Energy in Q2 2023 and held it in 2 quarters.
  • Advanced Portfolio Management's Constellation Energy position peaked at $485K in Q2 2023.
  • 2,001 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.