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Aurora Private Wealth’s Constellation Energy CEG Stock Holding History

Aurora Private Wealth’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 		$577K Sell
1,789
-20
-1% -$5.29K 0.43% 57
2025
Q1 		$365K Hold
1,809
– – 0.29% 88
2024
Q4 		$405K Buy
1,809
+70
+4% +$17.5K 0.3% 84
2024
Q3 		$452K Buy
1,739
+65
+4% +$12.9K 0.35% 75
2024
Q2 		$335K Buy
1,674
+15
+0.9% +$3.06K 0.29% 87
2024
Q1 		$309K Sell
1,659
-139
-8% -$19.7K 0.27% 96
2023
Q4 		$210K Buy
+1,798
New +$210K 0.2% 145

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

Aurora Private Wealth's CEG Position: Q2 2025 in Review

Aurora Private Wealth reduced its Constellation Energy (CEG) stake by 1.1% in Q2 2025, selling an estimated $5.29K and leaving 1,789 shares worth $577K. The position accounts for 0.43% of the portfolio, ranked #57.

Aurora Private Wealth first reported a position in CEG in Q4 2023 and has held it in 7 quarters since. 1,723 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • Aurora Private Wealth held 1,789 shares of Constellation Energy worth $577K as of Q2 2025.
  • Aurora Private Wealth sold 20 Constellation Energy shares in Q2 2025, an estimated $5.29K.
  • Constellation Energy made up 0.43% of Aurora Private Wealth's portfolio in Q2 2025, its #57 holding.
  • Aurora Private Wealth first reported a position in Constellation Energy in Q4 2023 and has held it in 7 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.