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Baldwin Wealth Partners’s Constellation Energy CEG Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-604
Closed -$157K – 357
2024
Q3 		$157K Buy
604
+554
+1,108% +$110K 0.01% 362
2024
Q2 		$10K Hold
50
– – ﹤0.01% 541
2024
Q1 		$9.24K Hold
50
– – ﹤0.01% 562
2023
Q4 		$5.84K Hold
50
– – ﹤0.01% 615
2023
Q3 		$5.45K Hold
50
– – ﹤0.01% 620
2023
Q2 		$4.58K Hold
50
– – ﹤0.01% 653
2023
Q1 		$3.92K Hold
50
– – ﹤0.01% 696
2022
Q4 		$4.31K Hold
50
– – ﹤0.01% 672
2022
Q3 		$4K Hold
50
– – ﹤0.01% 574
2022
Q2 		$3K Buy
+50
New +$3.01K ﹤0.01% 624

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baldwin Wealth Partners's CEG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Constellation Energy (CEG) in Q4 2024, closing a stake of 604 shares — an estimated $157K sold.

Baldwin Wealth Partners first reported a position in CEG in Q2 2022 and held it in 10 quarters. The position peaked at $157K in Q3 2024. 1,545 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Constellation Energy position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 604 Constellation Energy shares in Q4 2024, an estimated $157K.
  • Baldwin Wealth Partners first reported a position in Constellation Energy in Q2 2022 and held it in 10 quarters.
  • Baldwin Wealth Partners's Constellation Energy position peaked at $157K in Q3 2024.
  • 1,545 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.