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Bright Financial Advisors’s Constellation Energy CEG Stock Holding History

Bright Financial 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 		$217K Hold
776
– – 0.1% 62
2025
Q4 		$274K Hold
776
– – 0.13% 53
2025
Q3 		$255K Buy
+776
New +$250K 0.12% 55

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

Bright Financial Advisors's CEG Position: Q1 2026 in Review

Bright Financial Advisors held its Constellation Energy (CEG) position steady in Q1 2026 at 776 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #62.

Bright Financial Advisors first reported a position in CEG in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Bright Financial Advisors held 776 shares of Constellation Energy worth $217K as of Q1 2026.
  • Bright Financial Advisors left its Constellation Energy share count unchanged in Q1 2026.
  • Constellation Energy made up 0.1% of Bright Financial Advisors's portfolio in Q1 2026, its #62 holding.
  • Bright Financial Advisors first reported a position in Constellation Energy in Q3 2025 and has held it in 3 quarters since.
  • Bright Financial Advisors's Constellation Energy position peaked at $274K in Q4 2025.
  • 1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.