DWP
CEG icon

Daymark Wealth Partners’s Constellation Energy CEG Stock Holding History

Daymark 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 		$554K Sell
1,986
-1,065
-35% -$324K 0.02% 400
2025
Q4 		$1.08M Buy
3,051
+625
+26% +$227K 0.03% 277
2025
Q3 		$798K Buy
2,426
+883
+57% +$285K 0.03% 306
2025
Q2 		$498K Buy
1,543
+498
+48% +$132K 0.02% 354
2025
Q1 		$211K Buy
+1,045
New +$280K 0.01% 481

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

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

Daymark Wealth Partners reduced its Constellation Energy (CEG) stake by 35% in Q1 2026, selling an estimated $324K and leaving 1,986 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #400.

Daymark Wealth Partners first reported a position in CEG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Daymark Wealth Partners held 1,986 shares of Constellation Energy worth $554K as of Q1 2026.
  • Daymark Wealth Partners sold 1,065 Constellation Energy shares in Q1 2026, an estimated $324K.
  • Constellation Energy made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #400 holding.
  • Daymark Wealth Partners first reported a position in Constellation Energy in Q1 2025 and has held it in 5 quarters since.
  • Daymark Wealth Partners's Constellation Energy position peaked at $1.08M in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.