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TFO Wealth Partners’s Constellation Energy CEG Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-4
Closed -$739 – 184
2024
Q1 		$739 Hold
4
– – ﹤0.01% 203
2023
Q4 		$468 Hold
4
– – ﹤0.01% 348
2023
Q3 		$366 Hold
4
– – ﹤0.01% 567
2023
Q2 		$366 Hold
4
– – ﹤0.01% 350
2023
Q1 		$314 Sell
4
-209
-98% -$16.9K ﹤0.01% 364
2022
Q4 		$13.8K Buy
+213
New +$19.2K ﹤0.01% 96
2022
Q3 		– Sell
-71
Closed -$4K – 193
2022
Q2 		$4K Buy
+71
New +$4.27K ﹤0.01% 222

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's CEG Position: Q2 2024 in Review

TFO Wealth Partners sold out of Constellation Energy (CEG) in Q2 2024, closing a stake of 4 shares — an estimated $739 sold.

TFO Wealth Partners first reported a position in CEG in Q2 2022 and held it in 7 quarters. The position peaked at $13.8K in Q4 2022. 1,309 funds tracked by Wall St. Rank hold CEG as of Q2 2024.

  • TFO Wealth Partners reported no remaining Constellation Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Constellation Energy shares in Q2 2024, an estimated $739.
  • TFO Wealth Partners first reported a position in Constellation Energy in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Constellation Energy position peaked at $13.8K in Q4 2022.
  • 1,309 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.