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D.B. Root & Company’s Constellation Energy CEG Stock Holding History

D.B. Root & Company’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 		$222K Sell
795
-19
-2% -$5.77K 0.05% 185
2025
Q4 		$288K Sell
814
-219
-21% -$79.6K 0.07% 158
2025
Q3 		$340K Buy
1,033
+19
+2% +$6.13K 0.09% 140
2025
Q2 		$327K Buy
+1,014
New +$268K 0.1% 143
2025
Q1 		– Sell
-948
Closed -$212K – 184
2024
Q4 		$212K Buy
+948
New +$236K 0.07% 177

Other funds holding CEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $4.04T AUM
State Street
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.66T AUM 25.57% 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

D.B. Root & Company's CEG Position: Q1 2026 in Review

D.B. Root & Company reduced its Constellation Energy (CEG) stake by 2.3% in Q1 2026, selling an estimated $5.77K and leaving 795 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #185.

D.B. Root & Company first reported a position in CEG in Q4 2024 and has held it in 5 quarters since. The position peaked at $340K in Q3 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • D.B. Root & Company held 795 shares of Constellation Energy worth $222K as of Q1 2026.
  • D.B. Root & Company sold 19 Constellation Energy shares in Q1 2026, an estimated $5.77K.
  • Constellation Energy made up 0.05% of D.B. Root & Company's portfolio in Q1 2026, its #185 holding.
  • D.B. Root & Company first reported a position in Constellation Energy in Q4 2024 and has held it in 5 quarters since.
  • D.B. Root & Company's Constellation Energy position peaked at $340K in Q3 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.