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TCI Wealth Advisors’s Constellation Energy CEG Stock Holding History

TCI 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
2024
Q4 		– Sell
-947
Closed -$246K – 234
2024
Q3 		$246K Buy
+947
New +$188K 0.02% 205
2023
Q2 		– Sell
-1,023
Closed -$80.3K – 551
2023
Q1 		$80.3K Buy
1,023
+277
+37% +$22.4K 0.01% 314
2022
Q4 		$64.3K Hold
746
– – 0.01% 343
2022
Q3 		$62K Sell
746
-4
-0.5% -$295 0.01% 322
2022
Q2 		$43K Sell
750
-154
-17% -$9.26K 0.01% 411
2022
Q1 		$50K Buy
+904
New +$44.1K 0.01% 404

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCI Wealth Advisors's CEG Position: Q4 2024 in Review

TCI Wealth Advisors sold out of Constellation Energy (CEG) in Q4 2024, closing a stake of 947 shares — an estimated $246K sold.

TCI Wealth Advisors first reported a position in CEG in Q1 2022 and held it in 6 quarters. The position peaked at $246K in Q3 2024. 1,545 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • TCI Wealth Advisors reported no remaining Constellation Energy position as of Q4 2024 after selling out during the quarter.
  • TCI Wealth Advisors sold 947 Constellation Energy shares in Q4 2024, an estimated $246K.
  • TCI Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and held it in 6 quarters.
  • TCI Wealth Advisors's Constellation Energy position peaked at $246K in Q3 2024.
  • 1,545 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on TCI Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.