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CBIZ Investment Advisory Services’s Constellation Energy CEG Stock Holding History

CBIZ Investment Advisory Services’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 		$118K Buy
422
+373
+761% +$113K ﹤0.01% 54
2025
Q4 		$17.3K Hold
49
– – ﹤0.01% 287
2025
Q3 		$16.1K Sell
49
-217
-82% -$70K ﹤0.01% 279
2025
Q2 		$85.9K Buy
266
+246
+1,230% +$65.1K ﹤0.01% 86
2025
Q1 		$4.03K Buy
20
+10
+100% +$2.68K ﹤0.01% 415
2024
Q4 		$2.24K Buy
10
+7
+233% +$1.75K ﹤0.01% 370
2024
Q3 		$780 Hold
3
– – ﹤0.01% 374
2024
Q2 		$601 Hold
3
– – ﹤0.01% 380
2024
Q1 		$555 Buy
+3
New +$426 ﹤0.01% 338

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Canada Pension Plan Investment Board
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return