Walled Lake Planning & Wealth Management’s Constellation Energy CEG Stock Holding History

Walled Lake Planning & 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
2023 Q1	–	Sell	-23,214	Closed	-$2M	–	89
2022 Q4	$2M	Sell	23,214 -1,566	-6%	-$141K	1.36%	25
2022 Q3	$2.06M	Buy	24,780 +77	+0.3%	+$5.68K	1.44%	28
2022 Q2	$1.41M	Sell	24,703 -574	-2%	-$34.5K	0.97%	30
2022 Q1	$1.42M	Buy	+25,277	New	+$1.23M	0.85%	31

Other funds holding CEG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CEG Position: Q1 2023 in Review

Walled Lake Planning & Wealth Management sold out of Constellation Energy (CEG) in Q1 2023, closing a stake of 23,214 shares — an estimated $2M sold.

Walled Lake Planning & Wealth Management first reported a position in CEG in Q1 2022 and held it in 4 quarters. The position peaked at $2.06M in Q3 2022. 838 funds tracked by Wall St. Rank hold CEG as of Q1 2023.

Walled Lake Planning & Wealth Management reported no remaining Constellation Energy position as of Q1 2023 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 23,214 Constellation Energy shares in Q1 2023, an estimated $2M.
Walled Lake Planning & Wealth Management first reported a position in Constellation Energy in Q1 2022 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Constellation Energy position peaked at $2.06M in Q3 2022.
838 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2023.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.