CWM
CEG icon

Congress Wealth Management’s Constellation Energy CEG Stock Holding History

Congress 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
2025
Q2 		$3.08M Buy
9,541
+1,652
+21% +$437K 0.03% 486
2025
Q1 		$1.63M Buy
7,889
+6,010
+320% +$1.61M 0.02% 533
2024
Q4 		$421K Buy
1,879
+974
+108% +$243K 0.01% 681
2024
Q3 		$235K Buy
+905
New +$180K ﹤0.01% 789

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Congress Wealth Management's CEG Position: Q2 2025 in Review

Congress Wealth Management increased its Constellation Energy (CEG) stake by 21% in Q2 2025, buying an estimated $437K and bringing the position to 9,541 shares worth $3.08M. The position accounts for 0.03% of the portfolio, ranked #486.

Congress Wealth Management first reported a position in CEG in Q3 2024 and has held it in 4 quarters since. 1,723 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • Congress Wealth Management held 9,541 shares of Constellation Energy worth $3.08M as of Q2 2025.
  • Congress Wealth Management bought 1,652 Constellation Energy shares in Q2 2025, an estimated $437K.
  • Constellation Energy made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #486 holding.
  • Congress Wealth Management first reported a position in Constellation Energy in Q3 2024 and has held it in 4 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.