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My Personal CFO LLC’s Constellation Energy CEG Stock Holding History

My Personal CFO LLC’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
-847
Closed -$279K – 102
2025
Q3 		$279K Buy
+847
New +$273K 0.11% 73
2023
Q1 		– Sell
-12
Closed -$1.03K – 192
2022
Q4 		$1.03K Buy
+12
New +$1.08K ﹤0.01% 633

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

My Personal CFO LLC's CEG Position: Q4 2025 in Review

My Personal CFO LLC sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 847 shares — an estimated $279K sold.

My Personal CFO LLC first reported a position in CEG in Q4 2022 and held it in 2 quarters. The position peaked at $279K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • My Personal CFO LLC reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 847 Constellation Energy shares in Q4 2025, an estimated $279K.
  • My Personal CFO LLC first reported a position in Constellation Energy in Q4 2022 and held it in 2 quarters.
  • My Personal CFO LLC's Constellation Energy position peaked at $279K in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.