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Apriem Advisors’s Constellation Energy CEG Stock Holding History

Apriem 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 		$404K Hold
1,446
– – 0.04% 131
2025
Q4 		$511K Sell
1,446
-1
-0.1% -$363 0.05% 120
2025
Q3 		$476K Sell
1,447
-34
-2% -$11K 0.05% 119
2025
Q2 		$478K Hold
1,481
– – 0.05% 118
2025
Q1 		$299K Buy
+1,481
New +$397K 0.04% 143

Other funds holding CEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Apriem Advisors's CEG Position: Q1 2026 in Review

Apriem Advisors held its Constellation Energy (CEG) position steady in Q1 2026 at 1,446 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #131.

Apriem Advisors first reported a position in CEG in Q1 2025 and has held it in 5 quarters since. The position peaked at $511K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Apriem Advisors held 1,446 shares of Constellation Energy worth $404K as of Q1 2026.
  • Apriem Advisors left its Constellation Energy share count unchanged in Q1 2026.
  • Constellation Energy made up 0.04% of Apriem Advisors's portfolio in Q1 2026, its #131 holding.
  • Apriem Advisors first reported a position in Constellation Energy in Q1 2025 and has held it in 5 quarters since.
  • Apriem Advisors's Constellation Energy position peaked at $511K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.