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Fortis Group Advisors’s Constellation Energy CEG Stock Holding History

Fortis Group 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
2026
Q1 		$126K Hold
452
– – 0.02% 277
2025
Q4 		$160K Hold
452
– – 0.03% 275
2025
Q3 		$149K Buy
452
+175
+63% +$56.5K 0.03% 232
2025
Q2 		$89.4K Hold
277
– – 0.02% 228
2025
Q1 		$55.9K Hold
277
– – 0.01% 210
2024
Q4 		$62K Hold
277
– – 0.01% 209
2024
Q3 		$72K Hold
277
– – 0.01% 194
2024
Q2 		$55.5K Hold
277
– – 0.01% 204
2024
Q1 		$51.2K Sell
277
-277
-50% -$39.3K 0.01% 226
2023
Q4 		$64.8K Buy
554
+277
+100% +$32.3K 0.02% 161
2023
Q3 		$30.2K Buy
+277
New +$28.6K 0.01% 160

Other funds holding CEG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return