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Kowal Investment Group’s Constellation Energy CEG Stock Holding History

Kowal Investment 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
Q3 		$290K Buy
1,114
+2
+0.2% +$397 0.05% 161
2024
Q2 		$223K Buy
+1,112
New +$227K 0.04% 167

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kowal Investment Group's CEG Position: Q3 2024 in Review

Kowal Investment Group increased its Constellation Energy (CEG) stake by 0.18% in Q3 2024, buying an estimated $397 and bringing the position to 1,114 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #161.

Kowal Investment Group first reported a position in CEG in Q2 2024 and has held it in 2 quarters since. 1,423 funds tracked by Wall St. Rank hold CEG as of Q3 2024.

  • Kowal Investment Group held 1,114 shares of Constellation Energy worth $290K as of Q3 2024.
  • Kowal Investment Group bought 2 Constellation Energy shares in Q3 2024, an estimated $397.
  • Constellation Energy made up 0.05% of Kowal Investment Group's portfolio in Q3 2024, its #161 holding.
  • Kowal Investment Group first reported a position in Constellation Energy in Q2 2024 and has held it in 2 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.