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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 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