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Zimmermann Investment Management & Planning’s Constellation Energy CEG Stock Holding History

Zimmermann Investment Management & Planning’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
-2,015
Closed -$524K – 26
2024
Q3 		$524K Buy
+2,015
New +$400K 0.16% 83

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zimmermann Investment Management & Planning's CEG Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Constellation Energy (CEG) in Q4 2024, closing a stake of 2,015 shares — an estimated $524K sold.

Zimmermann Investment Management & Planning first reported a position in CEG in Q3 2024 and held it in 1 quarter. The position peaked at $524K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold CEG as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Constellation Energy position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,015 Constellation Energy shares in Q4 2024, an estimated $524K.
  • Zimmermann Investment Management & Planning first reported a position in Constellation Energy in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Constellation Energy position peaked at $524K in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.