Global Wealth Management Investment Advisory’s Constellation Energy CEG Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-227	Closed	-$26.5K	–	191
2023 Q4	$26.5K	Hold	227	–	–	0.01%	232
2023 Q3	$24.8K	Hold	227	–	–	0.01%	233
2023 Q2	$20.8K	Buy	+227	New	+$18.8K	0.01%	245
2022 Q3	–	Sell	-227	Closed	-$13K	–	197
2022 Q2	$13K	Hold	227	–	–	﹤0.01%	264
2022 Q1	$13K	Buy	+227	New	+$11.1K	﹤0.01%	293

Other funds holding CEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Global Wealth Management Investment Advisory's CEG Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Constellation Energy (CEG) in Q1 2024, closing a stake of 227 shares — an estimated $26.5K sold.

Global Wealth Management Investment Advisory first reported a position in CEG in Q1 2022 and held it in 5 quarters. The position peaked at $26.5K in Q4 2023. 1,175 funds tracked by Wall St. Rank hold CEG as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Constellation Energy position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 227 Constellation Energy shares in Q1 2024, an estimated $26.5K.
Global Wealth Management Investment Advisory first reported a position in Constellation Energy in Q1 2022 and held it in 5 quarters.
Global Wealth Management Investment Advisory's Constellation Energy position peaked at $26.5K in Q4 2023.
1,175 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.