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Birinyi Associates’s Constellation Energy CEG Stock Holding History

Birinyi Associates’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 		$2.4M Sell
8,585
-210
-2% -$63.8K 0.65% 25
2025
Q4 		$3.11M Buy
+8,795
New +$3.2M 0.78% 22

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

Birinyi Associates's CEG Position: Q1 2026 in Review

Birinyi Associates reduced its Constellation Energy (CEG) stake by 2.4% in Q1 2026, selling an estimated $63.8K and leaving 8,585 shares worth $2.4M. The position accounts for 0.65% of the portfolio, ranked #25.

Birinyi Associates first reported a position in CEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.11M in Q4 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Birinyi Associates held 8,585 shares of Constellation Energy worth $2.4M as of Q1 2026.
  • Birinyi Associates sold 210 Constellation Energy shares in Q1 2026, an estimated $63.8K.
  • Constellation Energy made up 0.65% of Birinyi Associates's portfolio in Q1 2026, its #25 holding.
  • Birinyi Associates first reported a position in Constellation Energy in Q4 2025 and has held it in 2 quarters since.
  • Birinyi Associates's Constellation Energy position peaked at $3.11M in Q4 2025.
  • 1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.