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Cassady Schiller Wealth Management’s Constellation Energy CEG Stock Holding History

Cassady Schiller 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
2024
Q4 		$4.47K Buy
20
+14
+233% +$3.49K ﹤0.01% 427
2024
Q3 		$1.56K Hold
6
– – ﹤0.01% 403
2024
Q2 		$1.2K Hold
6
– – ﹤0.01% 417
2024
Q1 		$1.11K Buy
+6
New +$852 ﹤0.01% 450

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cassady Schiller Wealth Management's CEG Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Constellation Energy (CEG) stake by 233% in Q4 2024, buying an estimated $3.49K and bringing the position to 20 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Cassady Schiller Wealth Management first reported a position in CEG in Q1 2024 and has held it in 4 quarters since. 1,545 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Cassady Schiller Wealth Management held 20 shares of Constellation Energy worth $4.47K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 14 Constellation Energy shares in Q4 2024, an estimated $3.49K.
  • Constellation Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #427 holding.
  • Cassady Schiller Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 4 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.