Alpha Family Trust’s Constellation Energy CEG Stock Holding History

Alpha Family Trust’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
2026 Q1	$560K	Hold	2,005	–	–	0.27%	62
2025 Q4	$708K	Hold	2,005	–	–	0.32%	54
2025 Q3	$660K	Hold	2,005	–	–	0.31%	60
2025 Q2	$647K	Buy	2,005 +575	+40%	+$152K	0.32%	56
2025 Q1	$288K	Hold	1,430	–	–	0.17%	124
2024 Q4	$320K	Hold	1,430	–	–	0.18%	96
2024 Q3	$372K	Hold	1,430	–	–	0.21%	86
2024 Q2	$286K	Hold	1,430	–	–	0.17%	107
2024 Q1	$264K	Buy	+1,430	New	+$203K	0.16%	120

Other funds holding CEG

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

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Alpha Family Trust's CEG Position: Q1 2026 in Review

Alpha Family Trust held its Constellation Energy (CEG) position steady in Q1 2026 at 2,005 shares worth $560K. The position accounts for 0.27% of the portfolio, ranked #62.

Alpha Family Trust first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $708K in Q4 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Alpha Family Trust held 2,005 shares of Constellation Energy worth $560K as of Q1 2026.
Alpha Family Trust left its Constellation Energy share count unchanged in Q1 2026.
Constellation Energy made up 0.27% of Alpha Family Trust's portfolio in Q1 2026, its #62 holding.
Alpha Family Trust first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
Alpha Family Trust's Constellation Energy position peaked at $708K in Q4 2025.
1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.