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FineMark National Bank & Trust’s Constellation Energy CEG Stock Holding History

FineMark National Bank & Trust’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 		$260K Sell
735
-21
-3% -$7.63K 0.01% 397
2025
Q3 		$249K Sell
756
-20
-3% -$6.46K 0.01% 399
2025
Q2 		$250K Buy
+776
New +$205K 0.01% 399
2025
Q1 		– Sell
-1,042
Closed -$233K – 447
2024
Q4 		$233K Buy
1,042
+242
+30% +$60.3K 0.01% 386
2024
Q3 		$208K Buy
+800
New +$159K 0.01% 407

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

FineMark National Bank & Trust's CEG Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Constellation Energy (CEG) stake by 2.8% in Q4 2025, selling an estimated $7.63K and leaving 735 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #397.

FineMark National Bank & Trust first reported a position in CEG in Q3 2024 and has held it in 5 quarters since. 2,001 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • FineMark National Bank & Trust held 735 shares of Constellation Energy worth $260K as of Q4 2025.
  • FineMark National Bank & Trust sold 21 Constellation Energy shares in Q4 2025, an estimated $7.63K.
  • Constellation Energy made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #397 holding.
  • FineMark National Bank & Trust first reported a position in Constellation Energy in Q3 2024 and has held it in 5 quarters since.
  • 2,001 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.