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WealthPLAN Partners’s Constellation Energy CEG Stock Holding History

WealthPLAN Partners’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
2024
Q4 		– Sell
-1,755
Closed -$456K – 242
2024
Q3 		$456K Buy
1,755
+2
+0.1% +$397 0.06% 184
2024
Q2 		$351K Hold
1,753
– – 0.04% 236
2024
Q1 		$324K Hold
1,753
– – 0.03% 247
2023
Q4 		$205K Sell
1,753
-87
-5% -$10.2K 0.02% 304
2023
Q3 		$201K Hold
1,840
– – 0.02% 302
2023
Q2 		$168K Hold
1,840
– – 0.02% 318
2023
Q1 		$144K Buy
+1,840
New +$149K 0.02% 356

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's CEG Position: Q4 2024 in Review

WealthPLAN Partners sold out of Constellation Energy (CEG) in Q4 2024, closing a stake of 1,755 shares — an estimated $456K sold.

WealthPLAN Partners first reported a position in CEG in Q1 2023 and held it in 7 quarters. The position peaked at $456K in Q3 2024. 1,545 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • WealthPLAN Partners reported no remaining Constellation Energy position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 1,755 Constellation Energy shares in Q4 2024, an estimated $456K.
  • WealthPLAN Partners first reported a position in Constellation Energy in Q1 2023 and held it in 7 quarters.
  • WealthPLAN Partners's Constellation Energy position peaked at $456K in Q3 2024.
  • 1,545 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.