HGERS
CEG icon

Householder Group Estate & Retirement Specialist’s Constellation Energy CEG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$2K Sell
13
-67
-84% -$16.7K ﹤0.01% 472
2024
Q3 		$20K Sell
80
-4
-5% -$795 0.01% 679
2024
Q2 		$16K Buy
84
+37
+79% +$7.55K ﹤0.01% 720
2024
Q1 		$8.69K Hold
47
– – ﹤0.01% 841
2023
Q4 		$5K Sell
47
-5
-10% -$584 ﹤0.01% 881
2023
Q3 		$5.67K Buy
+52
New +$5.36K ﹤0.01% 911
2023
Q1 		$4K Hold
52
– – ﹤0.01% 985
2022
Q4 		$4K Hold
52
– – 0.01% 283
2022
Q3 		$4K Buy
+52
New +$3.83K ﹤0.01% 883

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CEG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Constellation Energy (CEG) stake by 84% in Q4 2024, selling an estimated $16.7K and leaving 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Householder Group Estate & Retirement Specialist first reported a position in CEG in Q3 2022 and has held it in 9 quarters since. The position peaked at $20K in Q3 2024. 1,543 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 13 shares of Constellation Energy worth $2K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 67 Constellation Energy shares in Q4 2024, an estimated $16.7K.
  • Constellation Energy made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #472 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Constellation Energy in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Constellation Energy position peaked at $20K in Q3 2024.
  • 1,543 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.