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Cavalier Investments’s Constellation Energy CEG Stock Holding History

Cavalier Investments’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 		– Sell
-2,017
Closed -$713K – 119
2025
Q4 		$713K Sell
2,017
-9,898
-83% -$3.6M 0.22% 75
2025
Q3 		$2.36M Sell
11,915
-19,330
-62% -$6.24M 0.95% 59
2025
Q2 		$10.1M Buy
31,245
+19,865
+175% +$5.26M 3.06% 9
2025
Q1 		$2.29M Sell
11,380
-18
-0.2% -$4.83K 0.78% 36
2024
Q4 		$2.55M Buy
11,398
+432
+4% +$108K 0.85% 29
2024
Q3 		$2.85M Sell
10,966
-29,714
-73% -$5.9M 0.87% 30
2024
Q2 		$8.15M Buy
40,680
+30,600
+304% +$6.24M 2.51% 8
2024
Q1 		$1.86M Buy
+10,080
New +$1.43M 0.68% 42

Other funds holding CEG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return