Enzi Wealth’s Constellation Energy CEG Stock Holding History

Enzi Wealth’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	-507	Closed	-$201K	–	72
2025 Q3	$201K	Buy	+507	New	+$164K	0.07%	69

Other funds holding CEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Enzi Wealth's CEG Position: Q4 2025 in Review

Enzi Wealth sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 507 shares — an estimated $201K sold.

Enzi Wealth first reported a position in CEG in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 2,007 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

Enzi Wealth reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
Enzi Wealth sold 507 Constellation Energy shares in Q4 2025, an estimated $201K.
Enzi Wealth first reported a position in Constellation Energy in Q3 2025 and held it in 1 quarter.
Enzi Wealth's Constellation Energy position peaked at $201K in Q3 2025.
2,007 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Enzi Wealth's 13F filing for Q4 2025, filed 15 Jan 2026.