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Masso Torrence Wealth Management’s Constellation Energy CEG Stock Holding History

Masso Torrence 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
2025
Q3 		$423K Hold
1,284
– – 0.18% 73
2025
Q2 		$414K Sell
1,284
-98
-7% -$25.9K 0.19% 74
2025
Q1 		$279K Buy
+1,382
New +$370K 0.15% 81

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Masso Torrence Wealth Management's CEG Position: Q3 2025 in Review

Masso Torrence Wealth Management held its Constellation Energy (CEG) position steady in Q3 2025 at 1,284 shares worth $423K. The position accounts for 0.18% of the portfolio, ranked #73.

Masso Torrence Wealth Management first reported a position in CEG in Q1 2025 and has held it in 3 quarters since. 1,822 funds tracked by Wall St. Rank hold CEG as of Q3 2025.

  • Masso Torrence Wealth Management held 1,284 shares of Constellation Energy worth $423K as of Q3 2025.
  • Masso Torrence Wealth Management left its Constellation Energy share count unchanged in Q3 2025.
  • Constellation Energy made up 0.18% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #73 holding.
  • Masso Torrence Wealth Management first reported a position in Constellation Energy in Q1 2025 and has held it in 3 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.