Financial Synergies Wealth Advisors’s Constellation Energy CEG Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-6	Closed	-$1.11K	–	133
2024 Q1	$1.11K	Hold	6	–	–	﹤0.01%	393
2023 Q4	$518	Hold	6	–	–	﹤0.01%	371
2023 Q3	$655	Hold	6	–	–	﹤0.01%	427
2023 Q2	$550	Hold	6	–	–	﹤0.01%	431
2023 Q1	$471	Hold	6	–	–	﹤0.01%	419
2022 Q4	$518	Hold	6	–	–	﹤0.01%	371
2022 Q3	$500	Hold	6	–	–	﹤0.01%	365
2022 Q2	$344	Buy	+6	New	+$361	﹤0.01%	419

Other funds holding CEG

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's CEG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Constellation Energy (CEG) in Q2 2024, closing a stake of 6 shares — an estimated $1.11K sold.

Financial Synergies Wealth Advisors first reported a position in CEG in Q2 2022 and held it in 8 quarters. The position peaked at $1.11K in Q1 2024. 1,309 funds tracked by Wall St. Rank hold CEG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Constellation Energy position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 Constellation Energy shares in Q2 2024, an estimated $1.11K.
Financial Synergies Wealth Advisors first reported a position in Constellation Energy in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Constellation Energy position peaked at $1.11K in Q1 2024.
1,309 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.