Iron Horse Wealth Management’s Constellation Energy CEG Stock Holding History

Iron Horse Wealth 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
2025 Q2	$24.2K	Sell	75 -3	-4%	-$794	0.01%	192
2025 Q1	$15.7K	Buy	78 +3	+4%	+$804	0.01%	222
2024 Q4	$16.8K	Hold	75	–	–	0.01%	200
2024 Q3	$19.5K	Hold	75	–	–	0.01%	177
2024 Q2	$15K	Hold	75	–	–	0.01%	181
2024 Q1	$13.9K	Hold	75	–	–	0.01%	173
2023 Q4	$8.77K	Hold	75	–	–	﹤0.01%	205
2023 Q3	$8.18K	Hold	75	–	–	﹤0.01%	204
2023 Q2	$6.87K	Hold	75	–	–	﹤0.01%	170
2023 Q1	$5.89K	Hold	75	–	–	﹤0.01%	186
2022 Q4	$6K	Buy	+75	New	+$6.75K	﹤0.01%	141
2022 Q3	–	Sell	-75	Closed	-$4K	–	164
2022 Q2	$4K	Buy	+75	New	+$4.51K	﹤0.01%	155

Other funds holding CEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Iron Horse Wealth Management's CEG Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Constellation Energy (CEG) stake by 3.8% in Q2 2025, selling an estimated $794 and leaving 75 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #192.

Iron Horse Wealth Management first reported a position in CEG in Q2 2022 and has held it in 12 quarters since. 1,723 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

Iron Horse Wealth Management held 75 shares of Constellation Energy worth $24.2K as of Q2 2025.
Iron Horse Wealth Management sold 3 Constellation Energy shares in Q2 2025, an estimated $794.
Constellation Energy made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #192 holding.
Iron Horse Wealth Management first reported a position in Constellation Energy in Q2 2022 and has held it in 12 quarters since.
1,723 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.