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Clear Perspectives Financial Planning’s Constellation Energy CEG Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$6.04K Hold
77
– – ﹤0.01% 156
2022
Q4 		$6.64K Hold
77
– – ﹤0.01% 169
2022
Q3 		$6K Buy
+77
New +$5.68K ﹤0.01% 164

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Clear Perspectives Financial Planning's CEG Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Constellation Energy (CEG) position steady in Q1 2023 at 77 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Clear Perspectives Financial Planning first reported a position in CEG in Q3 2022 and has held it in 3 quarters since. The position peaked at $6.64K in Q4 2022. 837 funds tracked by Wall St. Rank hold CEG as of Q1 2023.

  • Clear Perspectives Financial Planning held 77 shares of Constellation Energy worth $6.04K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Constellation Energy share count unchanged in Q1 2023.
  • Constellation Energy made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #156 holding.
  • Clear Perspectives Financial Planning first reported a position in Constellation Energy in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's Constellation Energy position peaked at $6.64K in Q4 2022.
  • 837 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.