AmeriServ Wealth Advisors’s Constellation Energy CEG Stock Holding History

AmeriServ Wealth 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
2026 Q1	$351K	Sell	1,257 -248	-16%	-$75.4K	0.22%	44
2025 Q4	$532K	Buy	+1,505	New	+$547K	0.31%	37
2023 Q1	–	Sell	-5,140	Closed	-$443K	–	43
2022 Q4	$443K	Sell	5,140 -758	-13%	-$68.2K	0.88%	27
2022 Q3	$491K	Sell	5,898 -1	-0%	-$74	1.08%	27
2022 Q2	$338K	Sell	5,899 -208	-3%	-$12.5K	0.8%	34
2022 Q1	$344K	Buy	+6,107	New	+$298K	0.25%	51

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

AmeriServ Wealth Advisors's CEG Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its Constellation Energy (CEG) stake by 16% in Q1 2026, selling an estimated $75.4K and leaving 1,257 shares worth $351K. The position accounts for 0.22% of the portfolio, ranked #44.

AmeriServ Wealth Advisors first reported a position in CEG in Q1 2022 and has held it in 6 quarters since. The position peaked at $532K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

AmeriServ Wealth Advisors held 1,257 shares of Constellation Energy worth $351K as of Q1 2026.
AmeriServ Wealth Advisors sold 248 Constellation Energy shares in Q1 2026, an estimated $75.4K.
Constellation Energy made up 0.22% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #44 holding.
AmeriServ Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 6 quarters since.
AmeriServ Wealth Advisors's Constellation Energy position peaked at $532K in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.