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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

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return