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Atria Wealth Solutions’s Constellation Energy CEG Stock Holding History

Atria Wealth Solutions’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
Q2 		$4.7M Buy
14,677
+4,875
+50% +$1.29M 0.11% 224
2025
Q1 		$1.98M Sell
9,802
-1,174
-11% -$315K 0.02% 637
2024
Q4 		$2.46M Buy
10,976
+3,163
+40% +$789K 0.03% 570
2024
Q3 		$2.03M Sell
7,813
-10,472
-57% -$2.08M 0.02% 629
2024
Q2 		$3.66M Sell
18,285
-1,031
-5% -$210K 0.04% 420
2024
Q1 		$3.57M Buy
19,316
+15,343
+386% +$2.18M 0.04% 436
2023
Q4 		$464K Buy
3,973
+1,723
+77% +$201K 0.01% 1254
2023
Q3 		$245K Sell
2,250
-42
-2% -$4.33K ﹤0.01% 1547
2023
Q2 		$210K Buy
+2,292
New +$190K ﹤0.01% 1665
2023
Q1 		– Sell
-2,836
Closed -$244K – 1868
2022
Q4 		$244K Buy
2,836
+147
+5% +$13.2K ﹤0.01% 1481
2022
Q3 		$224K Sell
2,689
-1,631
-38% -$120K ﹤0.01% 1491
2022
Q2 		$247K Buy
+4,320
New +$260K ﹤0.01% 1321

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atria Wealth Solutions's CEG Position: Q2 2025 in Review

Atria Wealth Solutions increased its Constellation Energy (CEG) stake by 50% in Q2 2025, buying an estimated $1.29M and bringing the position to 14,677 shares worth $4.7M. The position accounts for 0.11% of the portfolio, ranked #224.

Atria Wealth Solutions first reported a position in CEG in Q2 2022 and has held it in 12 quarters since. 1,723 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • Atria Wealth Solutions held 14,677 shares of Constellation Energy worth $4.7M as of Q2 2025.
  • Atria Wealth Solutions bought 4,875 Constellation Energy shares in Q2 2025, an estimated $1.29M.
  • Constellation Energy made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #224 holding.
  • Atria Wealth Solutions first reported a position in Constellation Energy in Q2 2022 and has held it in 12 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.