Custom Index Systems’s Constellation Energy CEG Stock Holding History

Custom Index Systems’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	$779K	Sell	2,789 -701	-20%	-$213K	0.34%	80
2025 Q4	$1.23M	Sell	3,490 -791	-18%	-$287K	0.54%	48
2025 Q3	$1.41M	Buy	4,281 +1,288	+43%	+$416K	0.42%	69
2025 Q2	$966K	Sell	2,993 -48	-2%	-$12.7K	0.46%	61
2025 Q1	$613K	Buy	3,041 +2,010	+195%	+$539K	0.31%	92
2024 Q4	$231K	Sell	1,031 -11	-1%	-$2.74K	0.12%	212
2024 Q3	$271K	Buy	+1,042	New	+$207K	0.15%	200
2024 Q2	–	Sell	-1,176	Closed	-$217K	–	258
2024 Q1	$217K	Buy	+1,176	New	+$167K	0.12%	233

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

Custom Index Systems's CEG Position: Q1 2026 in Review

Custom Index Systems reduced its Constellation Energy (CEG) stake by 20% in Q1 2026, selling an estimated $213K and leaving 2,789 shares worth $779K. The position accounts for 0.34% of the portfolio, ranked #80.

Custom Index Systems first reported a position in CEG in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Custom Index Systems held 2,789 shares of Constellation Energy worth $779K as of Q1 2026.
Custom Index Systems sold 701 Constellation Energy shares in Q1 2026, an estimated $213K.
Constellation Energy made up 0.34% of Custom Index Systems's portfolio in Q1 2026, its #80 holding.
Custom Index Systems first reported a position in Constellation Energy in Q1 2024 and has held it in 8 quarters since.
Custom Index Systems's Constellation Energy position peaked at $1.41M in Q3 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.