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Beaumont Financial Advisors’s Constellation Energy CEG Stock Holding History

Beaumont Financial 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
2026
Q1 		$424K Buy
1,518
+26
+2% +$7.9K 0.03% 256
2025
Q4 		$527K Buy
1,492
+16
+1% +$5.82K 0.03% 227
2025
Q3 		$486K Sell
1,476
-38
-3% -$12.3K 0.03% 244
2025
Q2 		$489K Buy
1,514
+19
+1% +$5.03K 0.04% 227
2025
Q1 		$301K Buy
1,495
+14
+0.9% +$3.75K 0.02% 288
2024
Q4 		$331K Sell
1,481
-20
-1% -$4.99K 0.02% 277
2024
Q3 		$390K Buy
1,501
+6
+0.4% +$1.19K 0.03% 243
2024
Q2 		$299K Buy
1,495
+30
+2% +$6.12K 0.02% 276
2024
Q1 		$271K Buy
+1,465
New +$208K 0.02% 293

Other funds holding CEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return