VWA
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Valued Wealth Advisors’s Constellation Energy CEG Stock Holding History

Valued 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
2026
Q1 		$9.22K Buy
33
+19
+136% +$5.77K ﹤0.01% 306
2025
Q4 		$4.95K Buy
14
+1
+8% +$363 ﹤0.01% 305
2025
Q3 		$4.28K Hold
13
– – ﹤0.01% 305
2025
Q2 		$4.2K Sell
13
-7
-35% -$1.85K ﹤0.01% 302
2025
Q1 		$4.04K Hold
20
– – ﹤0.01% 333
2024
Q4 		$4.47K Buy
20
+4
+25% +$997 ﹤0.01% 314
2024
Q3 		$4.16K Sell
16
-1
-6% -$199 ﹤0.01% 304
2024
Q2 		$3.4K Buy
17
+7
+70% +$1.43K ﹤0.01% 309
2024
Q1 		$1.85K Sell
10
-1
-9% -$142 ﹤0.01% 368
2023
Q4 		$1.2K Buy
+11
New +$1.28K ﹤0.01% 367

Other funds holding CEG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
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