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Ruedi Wealth Management’s Constellation Energy CEG Stock Holding History

Ruedi 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 		– Sell
-44
Closed -$8.87K – 101
2025
Q1 		$8.87K Hold
44
– – ﹤0.01% 178
2024
Q4 		$9.84K Hold
44
– – ﹤0.01% 166
2024
Q3 		$11.4K Sell
44
-2
-4% -$397 ﹤0.01% 161
2024
Q2 		$9.21K Buy
46
+4
+10% +$816 ﹤0.01% 188
2024
Q1 		$7.76K Hold
42
– – ﹤0.01% 177
2023
Q4 		$4.91K Hold
42
– – ﹤0.01% 170
2023
Q3 		$4.58K Hold
42
– – ﹤0.01% 158
2023
Q2 		$3.85K Hold
42
– – ﹤0.01% 171
2023
Q1 		$3.3K Hold
42
– – ﹤0.01% 206
2022
Q4 		$3.62K Buy
+42
New +$3.78K ﹤0.01% 191

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 $3.38T AUM 44.17% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ruedi Wealth Management sold out of Constellation Energy (CEG) in Q2 2025, closing a stake of 44 shares — an estimated $8.87K sold.

Ruedi Wealth Management first reported a position in CEG in Q4 2022 and held it in 10 quarters. The position peaked at $11.4K in Q3 2024. 1,723 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Constellation Energy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 44 Constellation Energy shares in Q2 2025, an estimated $8.87K.
  • Ruedi Wealth Management first reported a position in Constellation Energy in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Constellation Energy position peaked at $11.4K in Q3 2024.
  • 1,723 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.