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Parkworth Wealth Management’s Constellation Energy CEG Stock Holding History

Parkworth Wealth Management’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 		$2.26K Buy
7
+3
+75% +$794 ﹤0.01% 251
2025
Q1 		$807 Hold
4
– – ﹤0.01% 305
2024
Q4 		$895 Buy
+4
New +$997 ﹤0.01% 300

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

Parkworth Wealth Management's CEG Position: Q2 2025 in Review

Parkworth Wealth Management increased its Constellation Energy (CEG) stake by 75% in Q2 2025, buying an estimated $794 and bringing the position to 7 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Parkworth Wealth Management first reported a position in CEG in Q4 2024 and has held it in 3 quarters since. 1,720 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • Parkworth Wealth Management held 7 shares of Constellation Energy worth $2.26K as of Q2 2025.
  • Parkworth Wealth Management bought 3 Constellation Energy shares in Q2 2025, an estimated $794.
  • Constellation Energy made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #251 holding.
  • Parkworth Wealth Management first reported a position in Constellation Energy in Q4 2024 and has held it in 3 quarters since.
  • 1,720 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.