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BDO Wealth Advisors’s Constellation Energy CEG Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$25.9K Buy
283
+142
+101% +$11.8K ﹤0.01% 537
2023
Q1 		$11.1K Hold
141
– – ﹤0.01% 684
2022
Q4 		$12.2K Hold
141
– – ﹤0.01% 654
2022
Q3 		$12K Hold
141
– – ﹤0.01% 675
2022
Q2 		$8K Sell
141
-42
-23% -$2.53K ﹤0.01% 711
2022
Q1 		$10K Buy
+183
New +$8.93K ﹤0.01% 728

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BDO Wealth Advisors's CEG Position: Q2 2023 in Review

BDO Wealth Advisors increased its Constellation Energy (CEG) stake by 101% in Q2 2023, buying an estimated $11.8K and bringing the position to 283 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

BDO Wealth Advisors first reported a position in CEG in Q1 2022 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold CEG as of Q2 2023.

  • BDO Wealth Advisors held 283 shares of Constellation Energy worth $25.9K as of Q2 2023.
  • BDO Wealth Advisors bought 142 Constellation Energy shares in Q2 2023, an estimated $11.8K.
  • Constellation Energy made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #537 holding.
  • BDO Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 6 quarters since.
  • 849 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.