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Financial Advocates Investment Management’s Constellation Energy CEG Stock Holding History

Financial Advocates Investment 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
2024
Q4 		– Sell
-1,572
Closed -$409K – 764
2024
Q3 		$409K Buy
1,572
+49
+3% +$9.74K 0.02% 519
2024
Q2 		$305K Sell
1,523
-430
-22% -$87.7K 0.02% 572
2024
Q1 		$361K Sell
1,953
-30
-2% -$4.26K 0.02% 534
2023
Q4 		$232K Buy
1,983
+12
+0.6% +$1.4K 0.02% 650
2023
Q3 		$215K Buy
+1,971
New +$203K 0.02% 635
2022
Q4 		– Sell
-17,259
Closed -$321K – 771
2022
Q3 		$321K Buy
+17,259
New +$1.27M 0.03% 529

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's CEG Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Constellation Energy (CEG) in Q4 2024, closing a stake of 1,572 shares — an estimated $409K sold.

Financial Advocates Investment Management first reported a position in CEG in Q3 2022 and held it in 6 quarters. The position peaked at $409K in Q3 2024. 1,544 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Constellation Energy position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,572 Constellation Energy shares in Q4 2024, an estimated $409K.
  • Financial Advocates Investment Management first reported a position in Constellation Energy in Q3 2022 and held it in 6 quarters.
  • Financial Advocates Investment Management's Constellation Energy position peaked at $409K in Q3 2024.
  • 1,544 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.