CWI
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Conscious Wealth Investments’s Constellation Energy CEG Stock Holding History

Conscious Wealth 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
2025
Q4 		– Sell
-612
Closed -$231K – 61
2025
Q3 		$231K Hold
612
– – 0.14% 53
2025
Q2 		$202K Buy
+612
New +$162K 0.13% 55

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Conscious Wealth Investments's CEG Position: Q4 2025 in Review

Conscious Wealth Investments sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 612 shares — an estimated $231K sold.

Conscious Wealth Investments first reported a position in CEG in Q2 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Conscious Wealth Investments reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Conscious Wealth Investments sold 612 Constellation Energy shares in Q4 2025, an estimated $231K.
  • Conscious Wealth Investments first reported a position in Constellation Energy in Q2 2025 and held it in 2 quarters.
  • Conscious Wealth Investments's Constellation Energy position peaked at $231K in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Conscious Wealth Investments's 13F filing for Q4 2025, filed 13 Feb 2026.