Sutton Wealth Advisors’s Constellation Energy CEG Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$47.7K	Buy	437 +12	+3%	+$1.24K	0.02%	232
2023 Q2	$38.9K	Buy	425 +6	+1%	+$497	0.02%	254
2023 Q1	$32.9K	Sell	419 -541	-56%	-$43.8K	0.02%	247
2022 Q4	$82.8K	Hold	960	–	–	0.03%	281
2022 Q3	$79.9K	Hold	960	–	–	0.03%	278
2022 Q2	$55K	Buy	960 +25	+3%	+$1.5K	0.02%	358
2022 Q1	$52.6K	Buy	+935	New	+$45.6K	0.02%	384

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Sutton Wealth Advisors's CEG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Constellation Energy (CEG) stake by 2.8% in Q3 2023, buying an estimated $1.24K and bringing the position to 437 shares worth $47.7K. The position accounts for 0.02% of the portfolio, ranked #232.

Sutton Wealth Advisors first reported a position in CEG in Q1 2022 and has held it in 7 quarters since. The position peaked at $82.8K in Q4 2022. 904 funds tracked by Wall St. Rank hold CEG as of Q3 2023.

Sutton Wealth Advisors held 437 shares of Constellation Energy worth $47.7K as of Q3 2023.
Sutton Wealth Advisors bought 12 Constellation Energy shares in Q3 2023, an estimated $1.24K.
Constellation Energy made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #232 holding.
Sutton Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 7 quarters since.
Sutton Wealth Advisors's Constellation Energy position peaked at $82.8K in Q4 2022.
904 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.