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Callan Family Office’s Constellation Energy CEG Stock Holding History

Callan Family Office’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 		$8.1M Buy
29,017
+125
+0.4% +$38K 0.18% 112
2025
Q4 		$10.2M Buy
28,892
+12,640
+78% +$4.59M 0.22% 88
2025
Q3 		$5.35M Sell
16,252
-729
-4% -$235K 0.17% 137
2025
Q2 		$5.48M Buy
16,981
+13,726
+422% +$3.63M 0.17% 136
2025
Q1 		$656K Sell
3,255
-1,335
-29% -$358K 0.05% 276
2024
Q4 		$1.03M Buy
+4,590
New +$1.14M 0.07% 248

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

Callan Family Office's CEG Position: Q1 2026 in Review

Callan Family Office increased its Constellation Energy (CEG) stake by 0.43% in Q1 2026, buying an estimated $38K and bringing the position to 29,017 shares worth $8.1M. The position accounts for 0.18% of the portfolio, ranked #112.

Callan Family Office first reported a position in CEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Callan Family Office held 29,017 shares of Constellation Energy worth $8.1M as of Q1 2026.
  • Callan Family Office bought 125 Constellation Energy shares in Q1 2026, an estimated $38K.
  • Constellation Energy made up 0.18% of Callan Family Office's portfolio in Q1 2026, its #112 holding.
  • Callan Family Office first reported a position in Constellation Energy in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Constellation Energy position peaked at $10.2M in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.