HWA
CEG icon

Heritage Wealth Advisors’s Constellation Energy CEG Stock Holding History

Heritage 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
2026
Q1 		$49.5K Hold
177
– – ﹤0.01% 331
2025
Q4 		$62.6K Buy
177
+36
+26% +$13.1K ﹤0.01% 297
2025
Q3 		$46.4K Hold
141
– – ﹤0.01% 304
2025
Q2 		$45.5K Hold
141
– – ﹤0.01% 307
2025
Q1 		$28.4K Buy
141
+24
+21% +$6.43K ﹤0.01% 342
2024
Q4 		$26.2K Buy
117
+51
+77% +$12.7K ﹤0.01% 366
2024
Q3 		$17.2K Hold
66
– – ﹤0.01% 411
2024
Q2 		$13.2K Hold
66
– – ﹤0.01% 411
2024
Q1 		$12.2K Hold
66
– – ﹤0.01% 429
2023
Q4 		$7.71K Hold
66
– – ﹤0.01% 465
2023
Q3 		$7.2K Hold
66
– – ﹤0.01% 426
2023
Q2 		$6.04K Buy
+66
New +$5.47K ﹤0.01% 459

Other funds holding CEG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return