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Edge Financial Advisors’s Constellation Energy CEG Stock Holding History

Edge Financial Advisors’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 		$1.09M Buy
1,540
+8
+0.5% +$2.91K 0.46% 50
2025
Q3 		$504K Sell
1,532
-148
-9% -$47.8K 0.23% 85
2025
Q2 		$540K Buy
1,680
+152
+10% +$40.2K 0.28% 62
2025
Q1 		$308K Buy
1,528
+3
+0.2% +$804 0.19% 73
2024
Q4 		$341K Buy
1,525
+2
+0.1% +$499 0.3% 67
2024
Q3 		$396K Buy
1,523
+3
+0.2% +$596 0.35% 59
2024
Q2 		$304K Buy
1,520
+3
+0.2% +$612 0.32% 71
2024
Q1 		$280K Buy
+1,517
New +$215K 0.25% 104

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

Edge Financial Advisors's CEG Position: Q4 2025 in Review

Edge Financial Advisors increased its Constellation Energy (CEG) stake by 0.52% in Q4 2025, buying an estimated $2.91K and bringing the position to 1,540 shares worth $1.09M. The position accounts for 0.46% of the portfolio, ranked #50.

Edge Financial Advisors first reported a position in CEG in Q1 2024 and has held it in 8 quarters since. 2,001 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Edge Financial Advisors held 1,540 shares of Constellation Energy worth $1.09M as of Q4 2025.
  • Edge Financial Advisors bought 8 Constellation Energy shares in Q4 2025, an estimated $2.91K.
  • Constellation Energy made up 0.46% of Edge Financial Advisors's portfolio in Q4 2025, its #50 holding.
  • Edge Financial Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 8 quarters since.
  • 2,001 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.