Carson Wealth (CWM LLC)
CEG icon

Carson Wealth (CWM LLC)’s Constellation Energy CEG Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.39M Sell
19,312
-9,173
-32% -$2.79M 0.01% 789
2025
Q4 		$10.1M Buy
28,485
+12,354
+77% +$4.49M 0.03% 530
2025
Q3 		$5.31M Buy
16,131
+990
+7% +$320K 0.02% 690
2025
Q2 		$4.89M Buy
15,141
+1,491
+11% +$395K 0.02% 590
2025
Q1 		$2.75M Buy
13,650
+2,123
+18% +$569K 0.01% 725
2024
Q4 		$2.58M Sell
11,527
-1,845
-14% -$460K 0.01% 684
2024
Q3 		$3.48M Buy
13,372
+1,070
+9% +$213K 0.02% 536
2024
Q2 		$2.46M Buy
12,302
+3,020
+33% +$616K 0.01% 585
2024
Q1 		$1.72M Sell
9,282
-436
-4% -$61.9K 0.01% 668
2023
Q4 		$1.14M Buy
9,718
+659
+7% +$76.9K 0.01% 753
2023
Q3 		$988K Sell
9,059
-178
-2% -$18.3K 0.01% 762
2023
Q2 		$846K Buy
9,237
+1,026
+12% +$85.1K 0.01% 773
2023
Q1 		$645K Buy
8,211
+1,081
+15% +$87.4K ﹤0.01% 807
2022
Q4 		$615K Sell
7,130
-54
-0.8% -$4.86K ﹤0.01% 741
2022
Q3 		$598K Buy
7,184
+1,349
+23% +$99.4K ﹤0.01% 700
2022
Q2 		$334K Buy
+5,835
New +$351K ﹤0.01% 857

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.89T AUM 35.08% 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

Carson Wealth (CWM LLC)'s CEG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Constellation Energy (CEG) stake by 32% in Q1 2026, selling an estimated $2.79M and leaving 19,312 shares worth $5.39M. The position accounts for 0.01% of the portfolio, ranked #789.

Carson Wealth (CWM LLC) first reported a position in CEG in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.1M in Q4 2025. 1,902 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,312 shares of Constellation Energy worth $5.39M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9,173 Constellation Energy shares in Q1 2026, an estimated $2.79M.
  • Constellation Energy made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #789 holding.
  • Carson Wealth (CWM LLC) first reported a position in Constellation Energy in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Constellation Energy position peaked at $10.1M in Q4 2025.
  • 1,902 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.