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GGM Wealth Advisors’s Constellation Energy CEG Stock Holding History

GGM 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
2025
Q1 		$462K Buy
2,056
+88
+4% +$23.6K 0.26% 77
2024
Q4 		$440K Buy
1,968
+42
+2% +$10.5K 0.23% 79
2024
Q3 		$501K Hold
1,926
– – 0.22% 79
2024
Q2 		$386K Hold
1,926
– – 0.18% 88
2024
Q1 		$362K Hold
1,926
– – 0.17% 92
2023
Q4 		$234K Buy
1,926
+2
+0.1% +$233 0.1% 126
2023
Q3 		$210K Buy
+1,924
New +$198K 0.09% 131

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GGM Wealth Advisors's CEG Position: Q1 2025 in Review

GGM Wealth Advisors increased its Constellation Energy (CEG) stake by 4.5% in Q1 2025, buying an estimated $23.6K and bringing the position to 2,056 shares worth $462K. The position accounts for 0.26% of the portfolio, ranked #77.

GGM Wealth Advisors first reported a position in CEG in Q3 2023 and has held it in 7 quarters since. The position peaked at $501K in Q3 2024. 1,545 funds tracked by Wall St. Rank hold CEG as of Q1 2025.

  • GGM Wealth Advisors held 2,056 shares of Constellation Energy worth $462K as of Q1 2025.
  • GGM Wealth Advisors bought 88 Constellation Energy shares in Q1 2025, an estimated $23.6K.
  • Constellation Energy made up 0.26% of GGM Wealth Advisors's portfolio in Q1 2025, its #77 holding.
  • GGM Wealth Advisors first reported a position in Constellation Energy in Q3 2023 and has held it in 7 quarters since.
  • GGM Wealth Advisors's Constellation Energy position peaked at $501K in Q3 2024.
  • 1,545 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.