WR Wealth Planners’s Constellation Energy CEG Stock Holding History

WR Wealth Planners’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	$74K	Sell	331 -33	-9%	-$8.23K	0.02%	275
2024 Q3	$94.6K	Buy	364 +102	+39%	+$20.3K	0.03%	268
2024 Q2	$52.5K	Buy	262 +3	+1%	+$612	0.02%	327
2024 Q1	$47.9K	Buy	+259	New	+$36.8K	0.01%	339
2023 Q4	–	Sell	-184	Closed	-$20.1K	–	284
2023 Q3	$20.1K	Hold	184	–	–	0.01%	422
2023 Q2	$16.8K	Hold	184	–	–	0.01%	464
2023 Q1	$14.4K	Buy	184 +148	+411%	+$12K	0.01%	473
2022 Q4	$3.1K	Hold	36	–	–	﹤0.01%	368
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	363
2022 Q2	$2.06K	Hold	36	–	–	﹤0.01%	415
2022 Q1	$2.02K	Buy	+36	New	+$1.76K	﹤0.01%	428

Other funds holding CEG

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

WR Wealth Planners's CEG Position: Q4 2024 in Review

WR Wealth Planners reduced its Constellation Energy (CEG) stake by 9.1% in Q4 2024, selling an estimated $8.23K and leaving 331 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #275.

WR Wealth Planners first reported a position in CEG in Q1 2022 and has held it in 11 quarters since. The position peaked at $94.6K in Q3 2024. 1,543 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

WR Wealth Planners held 331 shares of Constellation Energy worth $74K as of Q4 2024.
WR Wealth Planners sold 33 Constellation Energy shares in Q4 2024, an estimated $8.23K.
Constellation Energy made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #275 holding.
WR Wealth Planners first reported a position in Constellation Energy in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Constellation Energy position peaked at $94.6K in Q3 2024.
1,543 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.