Crescent Grove Advisors’s Constellation Energy CEG Stock Holding History

Crescent Grove 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	$214K	Sell	765 -984	-56%	-$299K	0.02%	286
2025 Q4	$618K	Sell	1,749 -306	-15%	-$111K	0.06%	160
2025 Q3	$676K	Buy	2,055 +1,314	+177%	+$424K	0.06%	148
2025 Q2	$239K	Buy	+741	New	+$196K	0.02%	251
2025 Q1	–	Sell	-1,318	Closed	-$295K	–	269
2024 Q4	$295K	Buy	+1,318	New	+$329K	0.03%	214

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

Crescent Grove Advisors's CEG Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Constellation Energy (CEG) stake by 56% in Q1 2026, selling an estimated $299K and leaving 765 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #286.

Crescent Grove Advisors first reported a position in CEG in Q4 2024 and has held it in 5 quarters since. The position peaked at $676K in Q3 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Crescent Grove Advisors held 765 shares of Constellation Energy worth $214K as of Q1 2026.
Crescent Grove Advisors sold 984 Constellation Energy shares in Q1 2026, an estimated $299K.
Constellation Energy made up 0.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #286 holding.
Crescent Grove Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 5 quarters since.
Crescent Grove Advisors's Constellation Energy position peaked at $676K in Q3 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.