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Daner Wealth Management’s Constellation Energy CEG Stock Holding History

Daner Wealth Management’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 		$259K Sell
881
-148
-14% -$45K 0.15% 69
2025
Q4 		$279K Buy
+1,029
New +$374K 0.17% 74

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

Daner Wealth Management's CEG Position: Q1 2026 in Review

Daner Wealth Management reduced its Constellation Energy (CEG) stake by 14% in Q1 2026, selling an estimated $45K and leaving 881 shares worth $259K. The position accounts for 0.15% of the portfolio, ranked #69.

Daner Wealth Management first reported a position in CEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $279K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Daner Wealth Management held 881 shares of Constellation Energy worth $259K as of Q1 2026.
  • Daner Wealth Management sold 148 Constellation Energy shares in Q1 2026, an estimated $45K.
  • Constellation Energy made up 0.15% of Daner Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Daner Wealth Management first reported a position in Constellation Energy in Q4 2025 and has held it in 2 quarters since.
  • Daner Wealth Management's Constellation Energy position peaked at $279K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.