Creative Financial Designs’s Constellation Energy CEG Stock Holding History

Creative Financial Designs’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	$421K	Buy	1,509 +103	+7%	+$31.3K	0.03%	368
2025 Q4	$497K	Sell	1,406 -27	-2%	-$9.81K	0.03%	326
2025 Q3	$472K	Buy	1,433 +32	+2%	+$10.3K	0.03%	336
2025 Q2	$452K	Buy	1,401 +468	+50%	+$124K	0.03%	333
2025 Q1	$188K	Buy	933 +259	+38%	+$69.4K	0.02%	457
2024 Q4	$151K	Buy	674 +1	+0.1%	+$249	0.01%	508
2024 Q3	$175K	Sell	673 -528	-44%	-$105K	0.01%	483
2024 Q2	$241K	Buy	1,201 +6	+0.5%	+$1.22K	0.02%	398
2024 Q1	$221K	Buy	1,195 +2	+0.2%	+$284	0.02%	396
2023 Q4	$139K	Buy	1,193 +3	+0.3%	+$350	0.01%	468
2023 Q3	$130K	Hold	1,190	–	–	0.02%	447
2023 Q2	$109K	Buy	1,190 +1,144	+2,487%	+$94.8K	0.01%	466
2023 Q1	$3.61K	Hold	46	–	–	﹤0.01%	1181
2022 Q4	$3.97K	Sell	46 -95	-67%	-$8.55K	﹤0.01%	1083
2022 Q3	$12K	Sell	141 -180	-56%	-$13.3K	﹤0.01%	849
2022 Q2	$18K	Buy	+321	New	+$19.3K	﹤0.01%	754

Other funds holding CEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Creative Financial Designs's CEG Position: Q1 2026 in Review

Creative Financial Designs increased its Constellation Energy (CEG) stake by 7.3% in Q1 2026, buying an estimated $31.3K and bringing the position to 1,509 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #368.

Creative Financial Designs first reported a position in CEG in Q2 2022 and has held it in 16 quarters since. The position peaked at $497K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Creative Financial Designs held 1,509 shares of Constellation Energy worth $421K as of Q1 2026.
Creative Financial Designs bought 103 Constellation Energy shares in Q1 2026, an estimated $31.3K.
Constellation Energy made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #368 holding.
Creative Financial Designs first reported a position in Constellation Energy in Q2 2022 and has held it in 16 quarters since.
Creative Financial Designs's Constellation Energy position peaked at $497K in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.