Carolinas Wealth Consulting’s Constellation Energy CEG Stock Holding History

Carolinas Wealth Consulting’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	-222	Closed	-$44.8K	–	143
2025 Q1	$44.8K	Buy	222 +95	+75%	+$25.5K	0.01%	366
2024 Q4	$28.4K	Sell	127 -50	-28%	-$12.5K	0.01%	432
2024 Q3	$45.8K	Sell	177 -3	-2%	-$596	0.01%	379
2024 Q2	$35.9K	Buy	180 +9	+5%	+$1.84K	0.01%	408
2024 Q1	$31.6K	Buy	171 +2	+1%	+$284	0.01%	436
2023 Q4	$19.8K	Buy	169 +105	+164%	+$12.3K	﹤0.01%	445
2023 Q3	$7.23K	Sell	64 -73	-53%	-$7.52K	﹤0.01%	559
2023 Q2	$12.5K	Hold	137	–	–	﹤0.01%	564
2023 Q1	$10.7K	Hold	137	–	–	﹤0.01%	595
2022 Q4	$11.8K	Buy	137 +1	+0.7%	+$90	﹤0.01%	594
2022 Q3	$11K	Hold	136	–	–	﹤0.01%	548
2022 Q2	$8K	Hold	136	–	–	﹤0.01%	599
2022 Q1	$8K	Buy	+136	New	+$6.63K	﹤0.01%	631

Other funds holding CEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carolinas Wealth Consulting's CEG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Constellation Energy (CEG) in Q2 2025, closing a stake of 222 shares — an estimated $44.8K sold.

Carolinas Wealth Consulting first reported a position in CEG in Q1 2022 and held it in 13 quarters. The position peaked at $45.8K in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Constellation Energy position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 222 Constellation Energy shares in Q2 2025, an estimated $44.8K.
Carolinas Wealth Consulting first reported a position in Constellation Energy in Q1 2022 and held it in 13 quarters.
Carolinas Wealth Consulting's Constellation Energy position peaked at $45.8K in Q3 2024.
1,722 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.