Pursuit Wealth Management’s Constellation Energy CEG Stock Holding History

Pursuit 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	$892K	Buy	+2,525	New	+$918K	0.77%	38

Other funds holding CEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Pursuit Wealth Management opened a new position in Constellation Energy (CEG) in Q4 2025: 2,525 shares worth $892K. The stake represents 0.77% of the portfolio and ranks #38 among its holdings.

2,002 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

Pursuit Wealth Management held 2,525 shares of Constellation Energy worth $892K as of Q4 2025.
Constellation Energy was a new Pursuit Wealth Management position in Q4 2025.
Constellation Energy made up 0.77% of Pursuit Wealth Management's portfolio in Q4 2025, its #38 holding.
2,002 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.