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New Century Financial Group’s Constellation Energy CEG Stock Holding History

New Century Financial Group’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
Q1 		– Sell
-1,375
Closed -$347K – 157
2024
Q4 		$347K Buy
1,375
+75
+6% +$18.7K 0.15% 183
2024
Q3 		$338K Sell
1,300
-739
-36% -$147K 0.12% 205
2024
Q2 		$408K Buy
+2,039
New +$416K 0.17% 152

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 $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

New Century Financial Group's CEG Position: Q1 2025 in Review

New Century Financial Group sold out of Constellation Energy (CEG) in Q1 2025, closing a stake of 1,375 shares — an estimated $347K sold.

New Century Financial Group first reported a position in CEG in Q2 2024 and held it in 3 quarters. The position peaked at $408K in Q2 2024. 1,548 funds tracked by Wall St. Rank hold CEG as of Q1 2025.

  • New Century Financial Group reported no remaining Constellation Energy position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 1,375 Constellation Energy shares in Q1 2025, an estimated $347K.
  • New Century Financial Group first reported a position in Constellation Energy in Q2 2024 and held it in 3 quarters.
  • New Century Financial Group's Constellation Energy position peaked at $408K in Q2 2024.
  • 1,548 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.