True Wealth Design’s Constellation Energy CEG Stock Holding History

True Wealth Design’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	$26.3K	Buy	94 +65	+224%	+$19.8K	0.01%	608
2025 Q4	$10.2K	Sell	29 -3	-9%	-$1.09K	﹤0.01%	855
2025 Q3	$10.4K	Buy	32 +5	+19%	+$1.61K	﹤0.01%	819
2025 Q2	$8.57K	Buy	27 +9	+50%	+$2.38K	﹤0.01%	632
2025 Q1	$3.54K	Sell	18 -89	-83%	-$23.9K	﹤0.01%	797
2024 Q4	$23.8K	Buy	107 +4	+4%	+$997	0.01%	300
2024 Q3	$26.8K	Buy	103 +91	+758%	+$18.1K	0.01%	279
2024 Q2	$2.4K	Buy	12 +3	+33%	+$612	﹤0.01%	344
2024 Q1	$1.66K	Buy	9 +4	+80%	+$568	﹤0.01%	372
2023 Q4	$585	Hold	5	–	–	﹤0.01%	439
2023 Q3	$546	Hold	5	–	–	﹤0.01%	408
2023 Q2	$458	Hold	5	–	–	﹤0.01%	461
2023 Q1	$393	Hold	5	–	–	﹤0.01%	583
2022 Q4	$431	Buy	+5	New	+$450	﹤0.01%	490

Other funds holding CEG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

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

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

Geode Capital Management

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