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Momentum Wealth Planning’s Constellation Energy CEG Stock Holding History

Momentum Wealth Planning’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 		– Sell
-761
Closed -$246K – 44
2025
Q2 		$246K Buy
+761
New +$201K 0.21% 35

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

Momentum Wealth Planning's CEG Position: Q3 2025 in Review

Momentum Wealth Planning sold out of Constellation Energy (CEG) in Q3 2025, closing a stake of 761 shares — an estimated $246K sold.

Momentum Wealth Planning first reported a position in CEG in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 1,822 funds tracked by Wall St. Rank hold CEG as of Q3 2025.

  • Momentum Wealth Planning reported no remaining Constellation Energy position as of Q3 2025 after selling out during the quarter.
  • Momentum Wealth Planning sold 761 Constellation Energy shares in Q3 2025, an estimated $246K.
  • Momentum Wealth Planning first reported a position in Constellation Energy in Q2 2025 and held it in 1 quarter.
  • Momentum Wealth Planning's Constellation Energy position peaked at $246K in Q2 2025.
  • 1,822 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2025.

Based on Momentum Wealth Planning's 13F filing for Q3 2025, filed 12 Nov 2025.