Surevest’s Constellation Energy CEG Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	434
2022 Q2	$0	Buy	+8	New	+$481	﹤0.01%	562

Other funds holding CEG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Surevest's CEG Position: Q3 2022 in Review

Surevest held its Constellation Energy (CEG) position steady in Q3 2022 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Surevest first reported a position in CEG in Q2 2022 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold CEG as of Q3 2022.

Surevest held 8 shares of Constellation Energy worth $1K as of Q3 2022.
Surevest left its Constellation Energy share count unchanged in Q3 2022.
Constellation Energy made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #434 holding.
Surevest first reported a position in Constellation Energy in Q2 2022 and has held it in 2 quarters since.
821 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.