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Pacific Capital Wealth Advisors’s Constellation Energy CEG Stock Holding History

Pacific Capital Wealth Advisors’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
-280
Closed -$62.6K – 134
2024
Q4 		$62.6K Hold
280
– – 0.01% 133
2024
Q3 		$72.8K Hold
280
– – 0.01% 130
2024
Q2 		$56.1K Buy
280
+75
+37% +$15.3K 0.01% 144
2024
Q1 		$37.9K Hold
205
– – 0.01% 153
2023
Q4 		$24K Buy
+205
New +$23.9K 0.01% 183

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 $3.37T AUM 44.26% 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

Pacific Capital Wealth Advisors's CEG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Constellation Energy (CEG) in Q1 2025, closing a stake of 280 shares — an estimated $62.6K sold.

Pacific Capital Wealth Advisors first reported a position in CEG in Q4 2023 and held it in 5 quarters. The position peaked at $72.8K in Q3 2024. 1,548 funds tracked by Wall St. Rank hold CEG as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Constellation Energy position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 280 Constellation Energy shares in Q1 2025, an estimated $62.6K.
  • Pacific Capital Wealth Advisors first reported a position in Constellation Energy in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Constellation Energy position peaked at $72.8K in Q3 2024.
  • 1,548 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.