Advisory Research’s Constellation Energy CEG Stock Holding History

Advisory Research’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
2022 Q2	–	Sell	-6,540	Closed	-$368K	–	383
2022 Q1	$368K	Buy	+6,540	New	+$319K	0.03%	283

Other funds holding CEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Research's CEG Position: Q2 2022 in Review

Advisory Research sold out of Constellation Energy (CEG) in Q2 2022, closing a stake of 6,540 shares — an estimated $368K sold.

Advisory Research first reported a position in CEG in Q1 2022 and held it in 1 quarter. The position peaked at $368K in Q1 2022. 754 funds tracked by Wall St. Rank hold CEG as of Q2 2022.

Advisory Research reported no remaining Constellation Energy position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 6,540 Constellation Energy shares in Q2 2022, an estimated $368K.
Advisory Research first reported a position in Constellation Energy in Q1 2022 and held it in 1 quarter.
Advisory Research's Constellation Energy position peaked at $368K in Q1 2022.
754 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.