The Family Firm’s Constellation Energy CEG Stock Holding History

The Family Firm’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 Q3	–	Sell	-134	Closed	-$26.8K	–	307
2024 Q2	$26.8K	Buy	+134	New	+$27.3K	0.01%	520

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

The Family Firm's CEG Position: Q3 2024 in Review

The Family Firm sold out of Constellation Energy (CEG) in Q3 2024, closing a stake of 134 shares — an estimated $26.8K sold.

The Family Firm first reported a position in CEG in Q2 2024 and held it in 1 quarter. The position peaked at $26.8K in Q2 2024. 1,423 funds tracked by Wall St. Rank hold CEG as of Q3 2024.

The Family Firm reported no remaining Constellation Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 134 Constellation Energy shares in Q3 2024, an estimated $26.8K.
The Family Firm first reported a position in Constellation Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's Constellation Energy position peaked at $26.8K in Q2 2024.
1,423 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.