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Guardian Wealth Management (Illinois)’s Constellation Energy CEG Stock Holding History

Guardian Wealth Management (Illinois)’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
-16
Closed -$3.32K – 90
2025
Q1 		$3.32K Hold
16
– – ﹤0.01% 191
2024
Q4 		$3.68K Hold
16
– – ﹤0.01% 194
2024
Q3 		$4.16K Hold
16
– – ﹤0.01% 198
2024
Q2 		$3.28K Hold
16
– – ﹤0.01% 199
2024
Q1 		$3.02K Hold
16
– – ﹤0.01% 196
2023
Q4 		$1.91K Hold
16
– – ﹤0.01% 219
2023
Q3 		$1.78K Hold
16
– – ﹤0.01% 203
2023
Q2 		$1.49K Hold
16
– – ﹤0.01% 207
2023
Q1 		$1.27K Hold
16
– – ﹤0.01% 220
2022
Q4 		$1.39K Hold
16
– – ﹤0.01% 224
2022
Q3 		$1K Hold
16
– – ﹤0.01% 218
2022
Q2 		$1K Hold
16
– – ﹤0.01% 206
2022
Q1 		$1K Buy
+16
New +$781 ﹤0.01% 213

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s CEG Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Constellation Energy (CEG) in Q2 2025, closing a stake of 16 shares — an estimated $3.32K sold.

Guardian Wealth Management (Illinois) first reported a position in CEG in Q1 2022 and held it in 13 quarters. The position peaked at $4.16K in Q3 2024. 1,723 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Constellation Energy position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 16 Constellation Energy shares in Q2 2025, an estimated $3.32K.
  • Guardian Wealth Management (Illinois) first reported a position in Constellation Energy in Q1 2022 and held it in 13 quarters.
  • Guardian Wealth Management (Illinois)'s Constellation Energy position peaked at $4.16K in Q3 2024.
  • 1,723 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.