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Forefront Wealth Management’s Constellation Energy CEG Stock Holding History

Forefront Wealth 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
2025
Q4 		$239K Sell
677
-25
-4% -$9.09K 0.17% 59
2025
Q3 		$231K Buy
702
+23
+3% +$7.42K 0.17% 59
2025
Q2 		$219K Sell
679
-8,078
-92% -$2.14M 0.18% 56
2025
Q1 		$1.77M Buy
8,757
+2,993
+52% +$802K 1.63% 27
2024
Q4 		$1.29M Buy
+5,764
New +$1.44M 1.19% 27

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

Forefront Wealth Management's CEG Position: Q4 2025 in Review

Forefront Wealth Management reduced its Constellation Energy (CEG) stake by 3.6% in Q4 2025, selling an estimated $9.09K and leaving 677 shares worth $239K. The position accounts for 0.17% of the portfolio, ranked #59.

Forefront Wealth Management first reported a position in CEG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.77M in Q1 2025. 2,001 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Forefront Wealth Management held 677 shares of Constellation Energy worth $239K as of Q4 2025.
  • Forefront Wealth Management sold 25 Constellation Energy shares in Q4 2025, an estimated $9.09K.
  • Constellation Energy made up 0.17% of Forefront Wealth Management's portfolio in Q4 2025, its #59 holding.
  • Forefront Wealth Management first reported a position in Constellation Energy in Q4 2024 and has held it in 5 quarters since.
  • Forefront Wealth Management's Constellation Energy position peaked at $1.77M in Q1 2025.
  • 2,001 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.