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Mattson Financial Services’s Constellation Energy CEG Stock Holding History

Mattson Financial Services’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
Q2 		– Sell
-426
Closed -$85.9K – 187
2025
Q1 		$85.9K Hold
426
– – 0.03% 168
2024
Q4 		$111K Buy
+426
New +$106K 0.04% 151

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

Mattson Financial Services's CEG Position: Q2 2025 in Review

Mattson Financial Services sold out of Constellation Energy (CEG) in Q2 2025, closing a stake of 426 shares — an estimated $85.9K sold.

Mattson Financial Services first reported a position in CEG in Q4 2024 and held it in 2 quarters. The position peaked at $111K in Q4 2024. 1,720 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • Mattson Financial Services reported no remaining Constellation Energy position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 426 Constellation Energy shares in Q2 2025, an estimated $85.9K.
  • Mattson Financial Services first reported a position in Constellation Energy in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Constellation Energy position peaked at $111K in Q4 2024.
  • 1,720 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.