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Grey Fox Wealth Advisors’s Constellation Energy CEG Stock Holding History

Grey Fox 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
Q4 		– Sell
-247
Closed -$81.3K – 203
2025
Q3 		$81.3K Buy
+247
New +$79.7K 0.02% 209
2023
Q1 		– Sell
-3,870
Closed -$334K – 531
2022
Q4 		$334K Buy
+3,870
New +$348K 0.22% 66

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

Grey Fox Wealth Advisors's CEG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 247 shares — an estimated $81.3K sold.

Grey Fox Wealth Advisors first reported a position in CEG in Q4 2022 and held it in 2 quarters. The position peaked at $334K in Q4 2022. 2,001 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 247 Constellation Energy shares in Q4 2025, an estimated $81.3K.
  • Grey Fox Wealth Advisors first reported a position in Constellation Energy in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Constellation Energy position peaked at $334K in Q4 2022.
  • 2,001 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.