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Hopwood Financial Services’s Constellation Energy CEG Stock Holding History

Hopwood Financial Services’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
-56
Closed -$18.4K – 116
2025
Q3 		$18.4K Hold
56
– – 0.01% 220
2025
Q2 		$18.1K Hold
56
– – 0.01% 204
2025
Q1 		$11.3K Sell
56
-10
-15% -$2.68K 0.01% 227
2024
Q4 		$14.8K Buy
+66
New +$16.5K 0.01% 216

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Hopwood Financial Services's CEG Position: Q4 2025 in Review

Hopwood Financial Services sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 56 shares — an estimated $18.4K sold.

Hopwood Financial Services first reported a position in CEG in Q4 2024 and held it in 4 quarters. The position peaked at $18.4K in Q3 2025. 2,009 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Hopwood Financial Services reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 56 Constellation Energy shares in Q4 2025, an estimated $18.4K.
  • Hopwood Financial Services first reported a position in Constellation Energy in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Constellation Energy position peaked at $18.4K in Q3 2025.
  • 2,009 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.