Avantax Advisory Services’s Constellation Energy CEG Stock Holding History

Avantax Advisory Services’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	$3.99M	Buy	12,349 +4,194	+51%	+$1.11M	0.02%	529
2025 Q1	$1.64M	Buy	8,155 +1,566	+24%	+$420K	0.01%	846
2024 Q4	$1.47M	Buy	6,589 +265	+4%	+$66.1K	0.01%	872
2024 Q3	$1.64M	Buy	6,324 +380	+6%	+$75.5K	0.01%	786
2024 Q2	$1.19M	Buy	5,944 +1,621	+37%	+$331K	0.01%	890
2024 Q1	$799K	Sell	4,323 -111	-3%	-$15.8K	0.01%	838
2023 Q4	$518K	Sell	4,434 -13	-0.3%	-$1.52K	0.01%	965
2023 Q3	$485K	Buy	4,447 +318	+8%	+$32.8K	0.01%	956
2023 Q2	$378K	Buy	4,129 +117	+3%	+$9.7K	﹤0.01%	1067
2023 Q1	$315K	Sell	4,012 -192	-5%	-$15.5K	﹤0.01%	1130
2022 Q4	$362K	Buy	4,204 +445	+12%	+$40K	﹤0.01%	1016
2022 Q3	$313K	Sell	3,759 -154	-4%	-$11.4K	﹤0.01%	983
2022 Q2	$224K	Buy	3,913 +10	+0.3%	+$601	﹤0.01%	1155
2022 Q1	$220K	Buy	+3,903	New	+$190K	﹤0.01%	1149

Other funds holding CEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Advisory Services's CEG Position: Q2 2025 in Review

Avantax Advisory Services increased its Constellation Energy (CEG) stake by 51% in Q2 2025, buying an estimated $1.11M and bringing the position to 12,349 shares worth $3.99M. The position accounts for 0.02% of the portfolio, ranked #529.

Avantax Advisory Services first reported a position in CEG in Q1 2022 and has held it in 14 quarters since. 1,721 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

Avantax Advisory Services held 12,349 shares of Constellation Energy worth $3.99M as of Q2 2025.
Avantax Advisory Services bought 4,194 Constellation Energy shares in Q2 2025, an estimated $1.11M.
Constellation Energy made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #529 holding.
Avantax Advisory Services first reported a position in Constellation Energy in Q1 2022 and has held it in 14 quarters since.
1,721 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.