Tyler-Stone Wealth Management’s Constellation Energy CEG Stock Holding History

Tyler-Stone 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
2025 Q2	$1.05M	Buy	3,260 +1,156	+55%	+$306K	0.17%	114
2025 Q1	$424K	Sell	2,104 -400	-16%	-$107K	0.08%	205
2024 Q4	$560K	Hold	2,504	–	–	0.1%	177
2024 Q3	$651K	Buy	2,504 +952	+61%	+$189K	0.12%	152
2024 Q2	$311K	Sell	1,552 -83	-5%	-$16.9K	0.13%	138
2024 Q1	$302K	Hold	1,635	–	–	0.13%	144
2023 Q4	$191K	Hold	1,635	–	–	0.1%	178
2023 Q3	$178K	Hold	1,635	–	–	0.1%	170
2023 Q2	$150K	Buy	+1,635	New	+$136K	0.08%	195
2022 Q4	$141K	Hold	1,635	–	–	0.1%	192
2022 Q3	$136K	Hold	1,635	–	–	0.1%	176
2022 Q2	$94K	Buy	+1,635	New	+$98.3K	0.06%	245

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

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

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

Jennison Associates New York $145B AUM 34.61% 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

Tyler-Stone Wealth Management's CEG Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Constellation Energy (CEG) stake by 55% in Q2 2025, buying an estimated $306K and bringing the position to 3,260 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #114.

Tyler-Stone Wealth Management first reported a position in CEG in Q2 2022 and has held it in 12 quarters since. 1,720 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

Tyler-Stone Wealth Management held 3,260 shares of Constellation Energy worth $1.05M as of Q2 2025.
Tyler-Stone Wealth Management bought 1,156 Constellation Energy shares in Q2 2025, an estimated $306K.
Constellation Energy made up 0.17% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #114 holding.
Tyler-Stone Wealth Management first reported a position in Constellation Energy in Q2 2022 and has held it in 12 quarters since.
1,720 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.