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Kula Investments’s Constellation Energy CEG Stock Holding History

Kula Investments’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
2023
Q1 		$1.13M Buy
14,422
+8,286
+135% +$670K 0.28% 98
2022
Q4 		$529K Buy
+6,136
New +$552K 0.16% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Kula Investments's CEG Position: Q1 2023 in Review

Kula Investments increased its Constellation Energy (CEG) stake by 135% in Q1 2023, buying an estimated $670K and bringing the position to 14,422 shares worth $1.13M. The position accounts for 0.28% of the portfolio, ranked #98.

Kula Investments first reported a position in CEG in Q4 2022 and has held it in 2 quarters since. 837 funds tracked by Wall St. Rank hold CEG as of Q1 2023.

  • Kula Investments held 14,422 shares of Constellation Energy worth $1.13M as of Q1 2023.
  • Kula Investments bought 8,286 Constellation Energy shares in Q1 2023, an estimated $670K.
  • Constellation Energy made up 0.28% of Kula Investments's portfolio in Q1 2023, its #98 holding.
  • Kula Investments first reported a position in Constellation Energy in Q4 2022 and has held it in 2 quarters since.
  • 837 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.