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Estate Counselors’s Constellation Energy CEG Stock Holding History

Estate Counselors’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
Q1 		– Sell
-8,890
Closed -$1.99M – 98
2024
Q4 		$1.99M Hold
8,890
– – 0.21% 57
2024
Q3 		$2.31M Sell
8,890
-6,175
-41% -$1.23M 0.24% 39
2024
Q2 		$3.02M Sell
15,065
-285
-2% -$58.1K 0.33% 31
2024
Q1 		$2.84M Sell
15,350
-70
-0.5% -$9.94K 0.32% 31
2023
Q4 		$1.8M Hold
15,420
– – 0.22% 57
2023
Q3 		$1.68M Sell
15,420
-65
-0.4% -$6.7K 0.22% 52
2023
Q2 		$1.42M Hold
15,485
– – 0.18% 71
2023
Q1 		$1.22M Buy
+15,485
New +$1.25M 0.16% 79

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

Estate Counselors's CEG Position: Q1 2025 in Review

Estate Counselors sold out of Constellation Energy (CEG) in Q1 2025, closing a stake of 8,890 shares — an estimated $1.99M sold.

Estate Counselors first reported a position in CEG in Q1 2023 and held it in 8 quarters. The position peaked at $3.02M in Q2 2024. 1,548 funds tracked by Wall St. Rank hold CEG as of Q1 2025.

  • Estate Counselors reported no remaining Constellation Energy position as of Q1 2025 after selling out during the quarter.
  • Estate Counselors sold 8,890 Constellation Energy shares in Q1 2025, an estimated $1.99M.
  • Estate Counselors first reported a position in Constellation Energy in Q1 2023 and held it in 8 quarters.
  • Estate Counselors's Constellation Energy position peaked at $3.02M in Q2 2024.
  • 1,548 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.