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Advisor Resource Council’s Constellation Energy CEG Stock Holding History

Advisor Resource Council’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
2024
Q4 		– Sell
-883
Closed -$230K – 102
2024
Q3 		$230K Buy
+883
New +$175K 0.1% 204
2024
Q1 		– Sell
-1,858
Closed -$217K – 280
2023
Q4 		$217K Buy
+1,858
New +$217K 0.03% 430

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Resource Council's CEG Position: Q4 2024 in Review

Advisor Resource Council sold out of Constellation Energy (CEG) in Q4 2024, closing a stake of 883 shares — an estimated $230K sold.

Advisor Resource Council first reported a position in CEG in Q4 2023 and held it in 2 quarters. The position peaked at $230K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Advisor Resource Council reported no remaining Constellation Energy position as of Q4 2024 after selling out during the quarter.
  • Advisor Resource Council sold 883 Constellation Energy shares in Q4 2024, an estimated $230K.
  • Advisor Resource Council first reported a position in Constellation Energy in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Constellation Energy position peaked at $230K in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.