Riverview Trust Company’s Constellation Energy CEG Stock Holding History

Riverview Trust Company’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	–	Sell	-556	Closed	-$112K	–	278
2025 Q1	$112K	Sell	556 -6	-1%	-$1.61K	0.11%	143
2024 Q4	$126K	Hold	562	–	–	0.11%	133
2024 Q3	$146K	Sell	562 -62	-10%	-$12.3K	0.13%	120
2024 Q2	$125K	Hold	624	–	–	0.12%	127
2024 Q1	$115K	Buy	+624	New	+$88.6K	0.09%	156
2023 Q4	–	Sell	-624	Closed	-$68.1K	–	179
2023 Q3	$68.1K	Hold	624	–	–	0.06%	196
2023 Q2	$57.1K	Hold	624	–	–	0.05%	191
2023 Q1	$49K	Hold	624	–	–	0.05%	212
2022 Q4	$54K	Hold	624	–	–	0.05%	203
2022 Q3	$52K	Hold	624	–	–	0.05%	197
2022 Q2	$36K	Hold	624	–	–	0.03%	250
2022 Q1	$35K	Buy	+624	New	+$30.4K	0.03%	270

Other funds holding CEG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Riverview Trust Company's CEG Position: Q2 2025 in Review

Riverview Trust Company sold out of Constellation Energy (CEG) in Q2 2025, closing a stake of 556 shares — an estimated $112K sold.

Riverview Trust Company first reported a position in CEG in Q1 2022 and held it in 12 quarters. The position peaked at $146K in Q3 2024. 1,723 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

Riverview Trust Company reported no remaining Constellation Energy position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 556 Constellation Energy shares in Q2 2025, an estimated $112K.
Riverview Trust Company first reported a position in Constellation Energy in Q1 2022 and held it in 12 quarters.
Riverview Trust Company's Constellation Energy position peaked at $146K in Q3 2024.
1,723 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.