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Apexium Financial’s Constellation Energy CEG Stock Holding History

Apexium Financial’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 		$446K Sell
1,355
-103
-7% -$33.2K 0.02% 208
2025
Q2 		$471K Buy
1,458
+348
+31% +$92.1K 0.03% 187
2025
Q1 		$224K Sell
1,110
-373
-25% -$100K 0.01% 252
2024
Q4 		$332K Buy
+1,483
New +$370K 0.02% 199

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 $145B AUM 34.61% 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

Apexium Financial's CEG Position: Q3 2025 in Review

Apexium Financial reduced its Constellation Energy (CEG) stake by 7.1% in Q3 2025, selling an estimated $33.2K and leaving 1,355 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #208.

Apexium Financial first reported a position in CEG in Q4 2024 and has held it in 4 quarters since. The position peaked at $471K in Q2 2025. 1,822 funds tracked by Wall St. Rank hold CEG as of Q3 2025.

  • Apexium Financial held 1,355 shares of Constellation Energy worth $446K as of Q3 2025.
  • Apexium Financial sold 103 Constellation Energy shares in Q3 2025, an estimated $33.2K.
  • Constellation Energy made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #208 holding.
  • Apexium Financial first reported a position in Constellation Energy in Q4 2024 and has held it in 4 quarters since.
  • Apexium Financial's Constellation Energy position peaked at $471K in Q2 2025.
  • 1,822 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.