SIMG
CEG icon

Sonora Investment Management Group’s Constellation Energy CEG Stock Holding History

Sonora Investment Management Group’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
Q3 		$298K Buy
907
+40
+5% +$12.9K 0.02% 226
2025
Q2 		$280K Buy
+867
New +$229K 0.02% 227

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 $3.37T AUM 44.26% 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

Sonora Investment Management Group's CEG Position: Q3 2025 in Review

Sonora Investment Management Group increased its Constellation Energy (CEG) stake by 4.6% in Q3 2025, buying an estimated $12.9K and bringing the position to 907 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #226.

Sonora Investment Management Group first reported a position in CEG in Q2 2025 and has held it in 2 quarters since. 1,825 funds tracked by Wall St. Rank hold CEG as of Q3 2025.

  • Sonora Investment Management Group held 907 shares of Constellation Energy worth $298K as of Q3 2025.
  • Sonora Investment Management Group bought 40 Constellation Energy shares in Q3 2025, an estimated $12.9K.
  • Constellation Energy made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #226 holding.
  • Sonora Investment Management Group first reported a position in Constellation Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.