Schechter Investment Advisors’s Constellation Energy CEG Stock Holding History

Schechter Investment Advisors’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 Q1	$441K	Sell	2,188 -666	-23%	-$179K	0.04%	399
2024 Q4	$639K	Sell	2,854 -233	-8%	-$58.1K	0.05%	335
2024 Q3	$803K	Buy	3,087 +19	+0.6%	+$3.77K	0.06%	294
2024 Q2	$614K	Hold	3,068	–	–	0.05%	332
2024 Q1	$567K	Buy	3,068 +100	+3%	+$14.2K	0.04%	353
2023 Q4	$347K	Sell	2,968 -153	-5%	-$17.9K	0.03%	429
2023 Q3	$340K	Buy	3,121 +96	+3%	+$9.89K	0.03%	420
2023 Q2	$277K	Buy	+3,025	New	+$251K	0.02%	503
2023 Q1	–	Sell	-2,614	Closed	-$225K	–	707
2022 Q4	$225K	Buy	+2,614	New	+$235K	0.02%	715

Other funds holding CEG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Schechter Investment Advisors's CEG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Constellation Energy (CEG) stake by 23% in Q1 2025, selling an estimated $179K and leaving 2,188 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #399.

Schechter Investment Advisors first reported a position in CEG in Q4 2022 and has held it in 9 quarters since. The position peaked at $803K in Q3 2024. 1,544 funds tracked by Wall St. Rank hold CEG as of Q1 2025.

Schechter Investment Advisors held 2,188 shares of Constellation Energy worth $441K as of Q1 2025.
Schechter Investment Advisors sold 666 Constellation Energy shares in Q1 2025, an estimated $179K.
Constellation Energy made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #399 holding.
Schechter Investment Advisors first reported a position in Constellation Energy in Q4 2022 and has held it in 9 quarters since.
Schechter Investment Advisors's Constellation Energy position peaked at $803K in Q3 2024.
1,544 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.