WI
CEG icon

Wintrust Investments’s Constellation Energy CEG Stock Holding History

Wintrust Investments’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
-86
Closed -$22K – 433
2024
Q3 		$22K Buy
+86
New +$17.1K 0.02% 464
2022
Q3 		– Sell
-4,368
Closed -$250K – 391
2022
Q2 		$250K Buy
+4,368
New +$263K 0.03% 330

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

Wintrust Investments's CEG Position: Q4 2024 in Review

Wintrust Investments sold out of Constellation Energy (CEG) in Q4 2024, closing a stake of 86 shares — an estimated $22K sold.

Wintrust Investments first reported a position in CEG in Q2 2022 and held it in 2 quarters. The position peaked at $250K in Q2 2022. 1,544 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Wintrust Investments reported no remaining Constellation Energy position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 86 Constellation Energy shares in Q4 2024, an estimated $22K.
  • Wintrust Investments first reported a position in Constellation Energy in Q2 2022 and held it in 2 quarters.
  • Wintrust Investments's Constellation Energy position peaked at $250K in Q2 2022.
  • 1,544 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.