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Buckingham Strategic Wealth’s Constellation Energy CEG Stock Holding History

Buckingham Strategic 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
2024
Q2 		$1.72M Buy
8,597
+153
+2% +$31.2K 0.02% 255
2024
Q1 		$1.56M Sell
8,444
-62
-0.7% -$8.8K 0.02% 268
2023
Q4 		$994K Buy
8,506
+425
+5% +$49.6K 0.01% 325
2023
Q3 		$881K Sell
8,081
-246
-3% -$25.4K 0.01% 310
2023
Q2 		$762K Buy
8,327
+491
+6% +$40.7K 0.01% 337
2023
Q1 		$676K Hold
7,836
– – 0.01% 323
2022
Q4 		$676K Buy
7,836
+1,475
+23% +$133K 0.01% 325
2022
Q3 		$529K Buy
6,361
+179
+3% +$13.2K 0.01% 355
2022
Q2 		$354K Buy
6,182
+250
+4% +$15K 0.01% 437
2022
Q1 		$334K Buy
+5,932
New +$289K 0.01% 444

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's CEG Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Constellation Energy (CEG) stake by 1.8% in Q2 2024, buying an estimated $31.2K and bringing the position to 8,597 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #255.

Buckingham Strategic Wealth first reported a position in CEG in Q1 2022 and has held it in 10 quarters since. 1,309 funds tracked by Wall St. Rank hold CEG as of Q2 2024.

  • Buckingham Strategic Wealth held 8,597 shares of Constellation Energy worth $1.72M as of Q2 2024.
  • Buckingham Strategic Wealth bought 153 Constellation Energy shares in Q2 2024, an estimated $31.2K.
  • Constellation Energy made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #255 holding.
  • Buckingham Strategic Wealth first reported a position in Constellation Energy in Q1 2022 and has held it in 10 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.