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Strategic Financial Concepts’s Constellation Energy CEG Stock Holding History

Strategic Financial Concepts’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
Q4 		– Sell
-1,810
Closed -$597K – 144
2025
Q3 		$597K Hold
1,810
– – 0.09% 121
2025
Q2 		$584K Buy
+1,810
New +$479K 0.08% 131

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Strategic Financial Concepts's CEG Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 1,810 shares — an estimated $597K sold.

Strategic Financial Concepts first reported a position in CEG in Q2 2025 and held it in 2 quarters. The position peaked at $597K in Q3 2025. 2,009 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,810 Constellation Energy shares in Q4 2025, an estimated $597K.
  • Strategic Financial Concepts first reported a position in Constellation Energy in Q2 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's Constellation Energy position peaked at $597K in Q3 2025.
  • 2,009 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.