Cyndeo Wealth Partners’s Constellation Energy CEG Stock Holding History

Cyndeo Wealth Partners’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	$612K	Sell	2,190 -30	-1%	-$9.12K	0.03%	295
2025 Q4	$784K	Buy	2,220 +133	+6%	+$48.3K	0.04%	267
2025 Q3	$687K	Buy	2,087 +747	+56%	+$241K	0.04%	278
2025 Q2	$432K	Buy	+1,340	New	+$355K	0.03%	324
2025 Q1	–	Sell	-2,013	Closed	-$450K	–	454
2024 Q4	$450K	Buy	+2,013	New	+$502K	0.03%	310
2024 Q3	–	Sell	-2,662	Closed	-$533K	–	450
2024 Q2	$533K	Buy	2,662 +1,231	+86%	+$251K	0.04%	273
2024 Q1	$265K	Buy	+1,431	New	+$203K	0.02%	335

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

Cyndeo Wealth Partners's CEG Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Constellation Energy (CEG) stake by 1.4% in Q1 2026, selling an estimated $9.12K and leaving 2,190 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #295.

Cyndeo Wealth Partners first reported a position in CEG in Q1 2024 and has held it in 7 quarters since. The position peaked at $784K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Cyndeo Wealth Partners held 2,190 shares of Constellation Energy worth $612K as of Q1 2026.
Cyndeo Wealth Partners sold 30 Constellation Energy shares in Q1 2026, an estimated $9.12K.
Constellation Energy made up 0.03% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #295 holding.
Cyndeo Wealth Partners first reported a position in Constellation Energy in Q1 2024 and has held it in 7 quarters since.
Cyndeo Wealth Partners's Constellation Energy position peaked at $784K in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.