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TCV Trust & Wealth Management’s Constellation Energy CEG Stock Holding History

TCV Trust & 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
2026
Q1 		$581K Buy
2,079
+529
+34% +$161K 0.05% 131
2025
Q4 		$548K Hold
1,550
– – 0.04% 140
2025
Q3 		$510K Hold
1,550
– – 0.04% 142
2025
Q2 		$500K Hold
1,550
– – 0.04% 145
2025
Q1 		$313K Hold
1,550
– – 0.03% 167
2024
Q4 		$347K Hold
1,550
– – 0.03% 158
2024
Q3 		$403K Hold
1,550
– – 0.04% 152
2024
Q2 		$310K Hold
1,550
– – 0.03% 163
2024
Q1 		$287K Buy
+1,550
New +$220K 0.03% 167

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VCM
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State Street
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VPM
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return