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J.W. Coons Advisors’s Constellation Energy CEG Stock Holding History

J.W. Coons 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
Q2 		$280K Buy
+866
New +$229K 0.06% 211
2024
Q4 		– Sell
-866
Closed -$225K – 235
2024
Q3 		$225K Buy
+866
New +$172K 0.06% 220

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

J.W. Coons Advisors's CEG Position: Q2 2025 in Review

J.W. Coons Advisors opened a new position in Constellation Energy (CEG) in Q2 2025: 866 shares worth $280K. The stake represents 0.06% of the portfolio and ranks #211 among its holdings. This is a return to the name: J.W. Coons Advisors previously reported a position in CEG as recently as Q3 2024.

J.W. Coons Advisors first reported a position in CEG in Q3 2024 and has held it in 2 quarters since. 1,720 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • J.W. Coons Advisors held 866 shares of Constellation Energy worth $280K as of Q2 2025.
  • Constellation Energy was a new J.W. Coons Advisors position in Q2 2025.
  • Constellation Energy made up 0.06% of J.W. Coons Advisors's portfolio in Q2 2025, its #211 holding.
  • J.W. Coons Advisors first reported a position in Constellation Energy in Q3 2024 and has held it in 2 quarters since.
  • 1,720 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.