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Global Financial Private Client’s Constellation Energy CEG Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-49
Closed -$9.88K – 453
2025
Q1 		$9.88K Buy
49
+8
+20% +$2.14K ﹤0.01% 578
2024
Q4 		$9.17K Buy
41
+3
+8% +$748 ﹤0.01% 561
2024
Q3 		$9.88K Buy
+38
New +$7.55K ﹤0.01% 554

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Global Financial Private Client's CEG Position: Q2 2025 in Review

Global Financial Private Client sold out of Constellation Energy (CEG) in Q2 2025, closing a stake of 49 shares — an estimated $9.88K sold.

Global Financial Private Client first reported a position in CEG in Q3 2024 and held it in 3 quarters. The position peaked at $9.88K in Q3 2024. 1,720 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • Global Financial Private Client reported no remaining Constellation Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 49 Constellation Energy shares in Q2 2025, an estimated $9.88K.
  • Global Financial Private Client first reported a position in Constellation Energy in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Constellation Energy position peaked at $9.88K in Q3 2024.
  • 1,720 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.