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Capital A Wealth Management’s Constellation Energy CEG Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-354
Closed -$71.4K – 490
2025
Q1 		$71.4K Buy
354
+2
+0.6% +$536 0.07% 122
2024
Q4 		$78.7K Buy
+352
New +$87.8K 0.13% 124

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital A Wealth Management's CEG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Constellation Energy (CEG) in Q2 2025, closing a stake of 354 shares — an estimated $71.4K sold.

Capital A Wealth Management first reported a position in CEG in Q4 2024 and held it in 2 quarters. The position peaked at $78.7K in Q4 2024. 1,721 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Constellation Energy position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 354 Constellation Energy shares in Q2 2025, an estimated $71.4K.
  • Capital A Wealth Management first reported a position in Constellation Energy in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Constellation Energy position peaked at $78.7K in Q4 2024.
  • 1,721 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.