IWA
CEG icon

Icon Wealth Advisors’s Constellation Energy CEG Stock Holding History

Icon 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
2025
Q4 		– Sell
-582
Closed -$192K – 416
2025
Q3 		$192K Buy
582
+1
+0.2% +$323 0.01% 375
2025
Q2 		$188K Buy
+581
New +$154K 0.01% 386
2024
Q4 		– Sell
-443
Closed -$115K – 507
2024
Q3 		$115K Buy
+443
New +$88K 0.01% 449

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

Icon Wealth Advisors's CEG Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 582 shares — an estimated $192K sold.

Icon Wealth Advisors first reported a position in CEG in Q3 2024 and held it in 3 quarters. The position peaked at $192K in Q3 2025. 2,009 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 582 Constellation Energy shares in Q4 2025, an estimated $192K.
  • Icon Wealth Advisors first reported a position in Constellation Energy in Q3 2024 and held it in 3 quarters.
  • Icon Wealth Advisors's Constellation Energy position peaked at $192K in Q3 2025.
  • 2,009 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.