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Sargent Bickham Lagudis’s Constellation Energy CEG Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$21.5K Hold
249
– – ﹤0.01% 591
2022
Q3 		$21K Hold
249
– – ﹤0.01% 560
2022
Q2 		$14K Buy
249
+1
+0.4% +$60 ﹤0.01% 646
2022
Q1 		$14K Buy
+248
New +$12.1K ﹤0.01% 663

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Sargent Bickham Lagudis's CEG Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Constellation Energy (CEG) position steady in Q4 2022 at 249 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Sargent Bickham Lagudis first reported a position in CEG in Q1 2022 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold CEG as of Q4 2022.

  • Sargent Bickham Lagudis held 249 shares of Constellation Energy worth $21.5K as of Q4 2022.
  • Sargent Bickham Lagudis left its Constellation Energy share count unchanged in Q4 2022.
  • Constellation Energy made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #591 holding.
  • Sargent Bickham Lagudis first reported a position in Constellation Energy in Q1 2022 and has held it in 4 quarters since.
  • 873 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.