IFAM
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Institutional & Family Asset Management’s Constellation Energy CEG Stock Holding History

Institutional & Family Asset Management’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
Q2 		$17K Sell
85
-23
-21% -$4.69K ﹤0.01% 360
2024
Q1 		$20K Sell
108
-14
-11% -$1.99K ﹤0.01% 328
2023
Q4 		$14.3K Sell
122
-26
-18% -$3.04K ﹤0.01% 351
2023
Q3 		$16.1K Hold
148
– – ﹤0.01% 326
2023
Q2 		$13.5K Sell
148
-11
-7% -$912 ﹤0.01% 355
2023
Q1 		$12.5K Hold
159
– – ﹤0.01% 352
2022
Q4 		$13.7K Hold
159
– – ﹤0.01% 345
2022
Q3 		$13K Buy
159
+34
+27% +$2.51K ﹤0.01% 351
2022
Q2 		$7K Sell
125
-4
-3% -$241 ﹤0.01% 432
2022
Q1 		$7K Buy
+129
New +$6.29K ﹤0.01% 485

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return