BAG
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Bridgewealth Advisory Group’s Constellation Energy CEG Stock Holding History

Bridgewealth Advisory Group’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 		$206K Hold
736
– – 0.04% 126
2025
Q4 		$260K Buy
736
+1
+0.1% +$363 0.06% 104
2025
Q3 		$242K Hold
735
– – 0.06% 103
2025
Q2 		$237K Buy
+735
New +$194K 0.06% 98
2025
Q1 		– Sell
-733
Closed -$228K – 58
2024
Q4 		$228K Buy
+733
New +$183K 0.06% 96

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

Bridgewealth Advisory Group's CEG Position: Q1 2026 in Review

Bridgewealth Advisory Group held its Constellation Energy (CEG) position steady in Q1 2026 at 736 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #126.

Bridgewealth Advisory Group first reported a position in CEG in Q4 2024 and has held it in 5 quarters since. The position peaked at $260K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Bridgewealth Advisory Group held 736 shares of Constellation Energy worth $206K as of Q1 2026.
  • Bridgewealth Advisory Group left its Constellation Energy share count unchanged in Q1 2026.
  • Constellation Energy made up 0.04% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #126 holding.
  • Bridgewealth Advisory Group first reported a position in Constellation Energy in Q4 2024 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's Constellation Energy position peaked at $260K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.