KWAG
CEG icon

Kiely Wealth Advisory Group’s Constellation Energy CEG Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$53.4K Hold
166
– – 0.03% 117
2024
Q3 		$38.1K Hold
166
– – 0.02% 127
2024
Q2 		$30.9K Hold
166
– – 0.02% 129
2024
Q1 		$31.3K Hold
166
– – 0.02% 116
2023
Q4 		$20.3K Buy
+166
New +$19.4K 0.01% 137

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiely Wealth Advisory Group's CEG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Constellation Energy (CEG) position steady in Q4 2024 at 166 shares worth $53.4K. The position accounts for 0.03% of the portfolio, ranked #117.

Kiely Wealth Advisory Group first reported a position in CEG in Q4 2023 and has held it in 5 quarters since. 1,542 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Kiely Wealth Advisory Group held 166 shares of Constellation Energy worth $53.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Constellation Energy share count unchanged in Q4 2024.
  • Constellation Energy made up 0.03% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #117 holding.
  • Kiely Wealth Advisory Group first reported a position in Constellation Energy in Q4 2023 and has held it in 5 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.