BSW
CEG icon

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return