Aviso Wealth Management’s Constellation Energy CEG Stock Holding History

Aviso Wealth Management’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	$1.08M	Sell	3,883 -2	-0.1%	-$608	0.49%	47
2025 Q4	$1.37M	Sell	3,885 -421	-10%	-$153K	0.58%	41
2025 Q3	$1.42M	Sell	4,306 -74	-2%	-$23.9K	0.62%	39
2025 Q2	$1.41M	Buy	4,380 +442	+11%	+$117K	0.66%	38
2025 Q1	$794K	Sell	3,938 -251	-6%	-$67.3K	0.42%	63
2024 Q4	$937K	Sell	4,189 -100	-2%	-$24.9K	0.48%	57
2024 Q3	$1.12M	Buy	4,289 +160	+4%	+$31.8K	0.6%	42
2024 Q2	$827K	Buy	4,129 +1,647	+66%	+$336K	0.49%	52
2024 Q1	$459K	Buy	2,482 +294	+13%	+$41.7K	0.29%	84
2023 Q4	$256K	Buy	+2,188	New	+$255K	0.19%	119

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

Aviso Wealth Management's CEG Position: Q1 2026 in Review

Aviso Wealth Management reduced its Constellation Energy (CEG) stake by 0.05% in Q1 2026, selling an estimated $608 and leaving 3,883 shares worth $1.08M. The position accounts for 0.49% of the portfolio, ranked #47.

Aviso Wealth Management first reported a position in CEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Aviso Wealth Management held 3,883 shares of Constellation Energy worth $1.08M as of Q1 2026.
Aviso Wealth Management sold 2 Constellation Energy shares in Q1 2026, an estimated $608.
Constellation Energy made up 0.49% of Aviso Wealth Management's portfolio in Q1 2026, its #47 holding.
Aviso Wealth Management first reported a position in Constellation Energy in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Constellation Energy position peaked at $1.42M in Q3 2025.
1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.