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Janiczek Wealth Management’s Constellation Energy CEG Stock Holding History

Janiczek 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
2024
Q2 		$87.1K Hold
435
– – 0.02% 306
2024
Q1 		$80.4K Sell
435
-98
-18% -$13.9K 0.02% 333
2023
Q4 		$62.3K Buy
533
+228
+75% +$26.6K 0.02% 356
2023
Q3 		$33.3K Hold
305
– – 0.01% 433
2023
Q2 		$27.9K Hold
305
– – 0.01% 406
2023
Q1 		$23.3K Hold
305
– – 0.01% 430
2022
Q4 		$25.7K Sell
305
-2
-0.7% -$180 0.01% 411
2022
Q3 		$26K Hold
307
– – 0.01% 408
2022
Q2 		$20K Hold
307
– – 0.01% 465
2022
Q1 		$17K Buy
+307
New +$15K ﹤0.01% 481

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janiczek Wealth Management's CEG Position: Q2 2024 in Review

Janiczek Wealth Management held its Constellation Energy (CEG) position steady in Q2 2024 at 435 shares worth $87.1K. The position accounts for 0.02% of the portfolio, ranked #306.

Janiczek Wealth Management first reported a position in CEG in Q1 2022 and has held it in 10 quarters since. 1,309 funds tracked by Wall St. Rank hold CEG as of Q2 2024.

  • Janiczek Wealth Management held 435 shares of Constellation Energy worth $87.1K as of Q2 2024.
  • Janiczek Wealth Management left its Constellation Energy share count unchanged in Q2 2024.
  • Constellation Energy made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #306 holding.
  • Janiczek Wealth Management first reported a position in Constellation Energy in Q1 2022 and has held it in 10 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.