Ten Capital Wealth Advisors’s Constellation Energy CEG Stock Holding History

Ten Capital 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 Q2	$110K	Buy	1,206 +22	+2%	+$1.82K	0.03%	182
2023 Q1	$92.9K	Hold	1,184	–	–	0.03%	167
2022 Q4	$102K	Sell	1,184 -49	-4%	-$4.41K	0.04%	132
2022 Q3	$103K	Hold	1,233	–	–	0.05%	121
2022 Q2	$71K	Hold	1,233	–	–	0.03%	132
2022 Q1	$69K	Buy	+1,233	New	+$60.2K	0.03%	132

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Ten Capital Wealth Advisors's CEG Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Constellation Energy (CEG) stake by 1.9% in Q2 2023, buying an estimated $1.82K and bringing the position to 1,206 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #182.

Ten Capital Wealth Advisors first reported a position in CEG in Q1 2022 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold CEG as of Q2 2023.

Ten Capital Wealth Advisors held 1,206 shares of Constellation Energy worth $110K as of Q2 2023.
Ten Capital Wealth Advisors bought 22 Constellation Energy shares in Q2 2023, an estimated $1.82K.
Constellation Energy made up 0.03% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #182 holding.
Ten Capital Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 6 quarters since.
849 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.