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Marshall & Sterling Wealth Advisors’s Constellation Energy CEG Stock Holding History

Marshall & Sterling Wealth Advisors’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
-6
Closed -$1.97K – 387
2025
Q3 		$1.97K Hold
6
– – ﹤0.01% 558
2025
Q2 		$1.94K Hold
6
– – ﹤0.01% 550
2025
Q1 		$1.21K Buy
+6
New +$1.61K ﹤0.01% 572

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 $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's CEG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 6 shares — an estimated $1.97K sold.

Marshall & Sterling Wealth Advisors first reported a position in CEG in Q1 2025 and held it in 3 quarters. The position peaked at $1.97K in Q3 2025. 2,009 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 6 Constellation Energy shares in Q4 2025, an estimated $1.97K.
  • Marshall & Sterling Wealth Advisors first reported a position in Constellation Energy in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Constellation Energy position peaked at $1.97K in Q3 2025.
  • 2,009 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.