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Cornerstone Wealth Management’s Constellation Energy CEG Stock Holding History

Cornerstone 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
2026
Q1 		$774K Buy
2,772
+487
+21% +$148K 0.04% 348
2025
Q4 		$807K Sell
2,285
-74
-3% -$26.9K 0.04% 328
2025
Q3 		$776K Sell
2,359
-24
-1% -$7.75K 0.04% 327
2025
Q2 		$769K Buy
2,383
+248
+12% +$65.6K 0.05% 317
2025
Q1 		$431K Buy
2,135
+380
+22% +$102K 0.03% 399
2024
Q4 		$393K Buy
1,755
+206
+13% +$51.4K 0.03% 400
2024
Q3 		$403K Buy
1,549
+82
+6% +$16.3K 0.03% 397
2024
Q2 		$294K Sell
1,467
-23
-2% -$4.69K 0.02% 437
2024
Q1 		$276K Buy
+1,490
New +$212K 0.02% 440

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