Atria Investments’s Constellation Energy CEG Stock Holding History

Atria Investments’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	$1.93M	Sell	6,894 -3,723	-35%	-$1.13M	0.02%	727
2025 Q4	$3.75M	Buy	10,617 +2,495	+31%	+$907K	0.04%	476
2025 Q3	$2.67M	Sell	8,122 -34	-0.4%	-$11K	0.03%	603
2025 Q2	$2.63M	Sell	8,156 -1,335	-14%	-$353K	0.03%	616
2025 Q1	$1.91M	Sell	9,491 -2,638	-22%	-$707K	0.02%	725
2024 Q4	$2.71M	Buy	12,129 +589	+5%	+$147K	0.03%	564
2024 Q3	$3M	Sell	11,540 -1,047	-8%	-$208K	0.04%	527
2024 Q2	$2.52M	Buy	12,587 +5,765	+85%	+$1.18M	0.03%	566
2024 Q1	$1.26M	Buy	+6,822	New	+$969K	0.02%	847

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

Atria Investments's CEG Position: Q1 2026 in Review

Atria Investments reduced its Constellation Energy (CEG) stake by 35% in Q1 2026, selling an estimated $1.13M and leaving 6,894 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #727.

Atria Investments first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.75M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Atria Investments held 6,894 shares of Constellation Energy worth $1.93M as of Q1 2026.
Atria Investments sold 3,723 Constellation Energy shares in Q1 2026, an estimated $1.13M.
Constellation Energy made up 0.02% of Atria Investments's portfolio in Q1 2026, its #727 holding.
Atria Investments first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
Atria Investments's Constellation Energy position peaked at $3.75M in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.