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Prosperity Wealth Management’s Constellation Energy CEG Stock Holding History

Prosperity 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
Q4 		$1.08M Buy
3,046
+14
+0.5% +$5.09K 0.36% 52
2025
Q3 		$998K Buy
3,032
+100
+3% +$32.3K 0.34% 64
2025
Q2 		$946K Sell
2,932
-6
-0.2% -$1.59K 0.35% 61
2025
Q1 		$592K Buy
2,938
+587
+25% +$157K 0.28% 83
2024
Q4 		$526K Sell
2,351
-52
-2% -$13K 0.22% 90
2024
Q3 		$625K Buy
2,403
+69
+3% +$13.7K 0.25% 73
2024
Q2 		$467K Sell
2,334
-243
-9% -$49.6K 0.23% 88
2024
Q1 		$476K Buy
+2,577
New +$366K 0.23% 81
2023
Q4 		– Sell
-2,568
Closed -$280K – 151
2023
Q3 		$280K Buy
+2,568
New +$265K 0.18% 101

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

Prosperity Wealth Management's CEG Position: Q4 2025 in Review

Prosperity Wealth Management increased its Constellation Energy (CEG) stake by 0.46% in Q4 2025, buying an estimated $5.09K and bringing the position to 3,046 shares worth $1.08M. The position accounts for 0.36% of the portfolio, ranked #52.

Prosperity Wealth Management first reported a position in CEG in Q3 2023 and has held it in 9 quarters since. 2,001 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Prosperity Wealth Management held 3,046 shares of Constellation Energy worth $1.08M as of Q4 2025.
  • Prosperity Wealth Management bought 14 Constellation Energy shares in Q4 2025, an estimated $5.09K.
  • Constellation Energy made up 0.36% of Prosperity Wealth Management's portfolio in Q4 2025, its #52 holding.
  • Prosperity Wealth Management first reported a position in Constellation Energy in Q3 2023 and has held it in 9 quarters since.
  • 2,001 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.