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Jackson Wealth Management’s Constellation Energy CEG Stock Holding History

Jackson 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
Q4 		– Sell
-1,541
Closed -$507K – 148
2025
Q3 		$507K Buy
+1,541
New +$497K 0.05% 114

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 $3.37T AUM 44.26% 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

Jackson Wealth Management's CEG Position: Q4 2025 in Review

Jackson Wealth Management sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 1,541 shares — an estimated $507K sold.

Jackson Wealth Management first reported a position in CEG in Q3 2025 and held it in 1 quarter. The position peaked at $507K in Q3 2025. 2,006 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Jackson Wealth Management reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 1,541 Constellation Energy shares in Q4 2025, an estimated $507K.
  • Jackson Wealth Management first reported a position in Constellation Energy in Q3 2025 and held it in 1 quarter.
  • Jackson Wealth Management's Constellation Energy position peaked at $507K in Q3 2025.
  • 2,006 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Jackson Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.