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GWMI
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
–
92
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Coatue Management
New York
$29.1B AUM
96.54%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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