VisionPoint Advisory Group’s Constellation Energy CEG Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-762	Closed	-$251K	–	399
2025 Q3	$251K	Buy	762 +128	+20%	+$41.3K	0.05%	336
2025 Q2	$205K	Buy	+634	New	+$168K	0.04%	346
2024 Q3	–	Sell	-122	Closed	-$24.4K	–	324
2024 Q2	$24.4K	Buy	122 +92	+307%	+$18.8K	0.01%	362
2024 Q1	$5.55K	Sell	30 -5	-14%	-$710	﹤0.01%	522
2023 Q4	$4.09K	Buy	+35	New	+$4.08K	﹤0.01%	517

Other funds holding CEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management

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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Coatue Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return