IWA
CEG icon

IBEX Wealth Advisors’s Constellation Energy CEG Stock Holding History

IBEX 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 		$377K Buy
+1,351
New +$411K 0.04% 167
2025
Q4 		– Sell
-1,349
Closed -$444K – 138
2025
Q3 		$444K Buy
1,349
+9
+0.7% +$2.9K 0.04% 163
2025
Q2 		$433K Buy
+1,340
New +$355K 0.05% 157
2025
Q1 		– Sell
-1,338
Closed -$299K – 134
2024
Q4 		$299K Buy
+1,338
New +$334K 0.04% 177
2024
Q3 		– Sell
-1,331
Closed -$266K – 102
2024
Q2 		$266K Buy
+1,331
New +$272K 0.04% 111
2023
Q4 		– Sell
-2,313
Closed -$252K – 113
2023
Q3 		$252K Buy
+2,313
New +$238K 0.06% 102

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