SMART Wealth’s Constellation Energy CEG Stock Holding History

SMART Wealth’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	-2,192	Closed	-$442K	–	173
2025 Q1	$442K	Buy	+2,192	New	+$588K	0.16%	104

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

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

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

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

SMART Wealth's CEG Position: Q2 2025 in Review

SMART Wealth sold out of Constellation Energy (CEG) in Q2 2025, closing a stake of 2,192 shares — an estimated $442K sold.

SMART Wealth first reported a position in CEG in Q1 2025 and held it in 1 quarter. The position peaked at $442K in Q1 2025. 1,720 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

SMART Wealth reported no remaining Constellation Energy position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 2,192 Constellation Energy shares in Q2 2025, an estimated $442K.
SMART Wealth first reported a position in Constellation Energy in Q1 2025 and held it in 1 quarter.
SMART Wealth's Constellation Energy position peaked at $442K in Q1 2025.
1,720 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.