HCA
CEG icon

Heck Capital Advisors’s Constellation Energy CEG Stock Holding History

Heck Capital 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
Q1 		– Sell
-106
Closed -$23.7K – 328
2024
Q4 		$23.7K Buy
+106
New +$26.4K ﹤0.01% 456

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Heck Capital Advisors's CEG Position: Q1 2025 in Review

Heck Capital Advisors sold out of Constellation Energy (CEG) in Q1 2025, closing a stake of 106 shares — an estimated $23.7K sold.

Heck Capital Advisors first reported a position in CEG in Q4 2024 and held it in 1 quarter. The position peaked at $23.7K in Q4 2024. 1,548 funds tracked by Wall St. Rank hold CEG as of Q1 2025.

  • Heck Capital Advisors reported no remaining Constellation Energy position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 106 Constellation Energy shares in Q1 2025, an estimated $23.7K.
  • Heck Capital Advisors first reported a position in Constellation Energy in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Constellation Energy position peaked at $23.7K in Q4 2024.
  • 1,548 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.