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Caldwell Sutter Capital’s Constellation Energy CEG Stock Holding History

Caldwell Sutter Capital’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 		$8.94K Hold
32
– – ﹤0.01% 572
2025
Q4 		$11.3K Hold
32
– – ﹤0.01% 532
2025
Q3 		$10.5K Hold
32
– – ﹤0.01% 541
2025
Q2 		$10.3K Hold
32
– – ﹤0.01% 535
2025
Q1 		$6.45K Sell
32
-16
-33% -$4.29K ﹤0.01% 596
2024
Q4 		$10.7K Hold
48
– – 0.01% 541
2024
Q3 		$12.5K Hold
48
– – 0.01% 534
2024
Q2 		$9.61K Hold
48
– – ﹤0.01% 558
2024
Q1 		$8.87K Hold
48
– – ﹤0.01% 559
2023
Q4 		$5.61K Sell
48
-2
-4% -$233 ﹤0.01% 613
2023
Q3 		$5.45K Sell
50
-36
-42% -$3.71K ﹤0.01% 589
2023
Q2 		$7.87K Buy
86
+14
+19% +$1.16K ﹤0.01% 550
2023
Q1 		$5.65K Buy
+72
New +$5.82K ﹤0.01% 435

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Fidelity Investments
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return