SWM
CEG icon

Sugarloaf Wealth Management’s Constellation Energy CEG Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$45.3K Hold
202
– – 0.01% 306
2024
Q3 		$52.5K Buy
+202
New +$40.1K 0.01% 301
2022
Q4 		– Sell
-106
Closed -$9K – 799
2022
Q3 		$9K Buy
+106
New +$7.81K ﹤0.01% 535

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sugarloaf Wealth Management's CEG Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Constellation Energy (CEG) position steady in Q4 2024 at 202 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #306.

Sugarloaf Wealth Management first reported a position in CEG in Q3 2022 and has held it in 3 quarters since. The position peaked at $52.5K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Sugarloaf Wealth Management held 202 shares of Constellation Energy worth $45.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its Constellation Energy share count unchanged in Q4 2024.
  • Constellation Energy made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #306 holding.
  • Sugarloaf Wealth Management first reported a position in Constellation Energy in Q3 2022 and has held it in 3 quarters since.
  • Sugarloaf Wealth Management's Constellation Energy position peaked at $52.5K in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.