VAG
CEG icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

VisionPoint Advisory Group's CEG Position: Q4 2025 in Review

VisionPoint Advisory Group sold out of Constellation Energy (CEG) in Q4 2025, closing a stake of 762 shares — an estimated $251K sold.

VisionPoint Advisory Group first reported a position in CEG in Q4 2023 and held it in 5 quarters. The position peaked at $251K in Q3 2025. 2,007 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • VisionPoint Advisory Group reported no remaining Constellation Energy position as of Q4 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 762 Constellation Energy shares in Q4 2025, an estimated $251K.
  • VisionPoint Advisory Group first reported a position in Constellation Energy in Q4 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Constellation Energy position peaked at $251K in Q3 2025.
  • 2,007 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on VisionPoint Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.