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Atwood & Palmer’s Constellation Energy CEG Stock Holding History

Atwood & Palmer’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 		– Sell
-61
Closed -$19.7K – 497
2025
Q2 		$19.7K Hold
61
– – ﹤0.01% 323
2025
Q1 		$12.3K Sell
61
-66
-52% -$17.7K ﹤0.01% 318
2024
Q4 		$28.4K Hold
127
– – ﹤0.01% 263
2024
Q3 		$33K Hold
127
– – ﹤0.01% 256
2024
Q2 		$25.4K Buy
127
+61
+92% +$12.4K ﹤0.01% 273
2024
Q1 		$12.2K Hold
66
– – ﹤0.01% 300
2023
Q4 		$7.71K Hold
66
– – ﹤0.01% 329
2023
Q3 		$7.2K Hold
66
– – ﹤0.01% 321
2023
Q2 		$6.04K Hold
66
– – ﹤0.01% 339
2023
Q1 		$5.18K Hold
66
– – ﹤0.01% 328
2022
Q4 		$5.69K Hold
66
– – ﹤0.01% 343
2022
Q3 		$5K Hold
66
– – ﹤0.01% 334
2022
Q2 		$4K Hold
66
– – ﹤0.01% 360
2022
Q1 		$4K Buy
+66
New +$3.22K ﹤0.01% 399

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

Atwood & Palmer's CEG Position: Q3 2025 in Review

Atwood & Palmer sold out of Constellation Energy (CEG) in Q3 2025, closing a stake of 61 shares — an estimated $19.7K sold.

Atwood & Palmer first reported a position in CEG in Q1 2022 and held it in 14 quarters. The position peaked at $33K in Q3 2024. 1,825 funds tracked by Wall St. Rank hold CEG as of Q3 2025.

  • Atwood & Palmer reported no remaining Constellation Energy position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 61 Constellation Energy shares in Q3 2025, an estimated $19.7K.
  • Atwood & Palmer first reported a position in Constellation Energy in Q1 2022 and held it in 14 quarters.
  • Atwood & Palmer's Constellation Energy position peaked at $33K in Q3 2024.
  • 1,825 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.