Wipfli Financial Advisors’s Constellation Energy CEG Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$196K	Buy	+2,362	New	+$174K	0.01%	460

Other funds holding CEG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's CEG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Constellation Energy (CEG) in Q3 2022: 2,362 shares worth $196K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings.

821 funds tracked by Wall St. Rank hold CEG as of Q3 2022.

Wipfli Financial Advisors held 2,362 shares of Constellation Energy worth $196K as of Q3 2022.
Constellation Energy was a new Wipfli Financial Advisors position in Q3 2022.
Constellation Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #460 holding.
821 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.