Donoghue Forlines’s Constellation Energy CEG Stock Holding History

Donoghue Forlines’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	$1.55M	Buy	5,534 +1,428	+35%	+$434K	0.43%	100
2025 Q4	$1.45M	Sell	4,106 -541	-12%	-$197K	0.45%	95
2025 Q3	$1.53M	Sell	4,647 -392	-8%	-$127K	0.47%	74
2025 Q2	$1.63M	Buy	+5,039	New	+$1.33M	0.46%	59
2025 Q1	–	Sell	-6,614	Closed	-$1.48M	–	110
2024 Q4	$1.48M	Buy	+6,614	New	+$1.65M	0.49%	81
2023 Q2	–	Sell	-15,803	Closed	-$1.24M	–	245
2023 Q1	$1.24M	Buy	+15,803	New	+$1.28M	0.45%	58

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

Donoghue Forlines's CEG Position: Q1 2026 in Review

Donoghue Forlines increased its Constellation Energy (CEG) stake by 35% in Q1 2026, buying an estimated $434K and bringing the position to 5,534 shares worth $1.55M. The position accounts for 0.43% of the portfolio, ranked #100.

Donoghue Forlines first reported a position in CEG in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.63M in Q2 2025. 1,894 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Donoghue Forlines held 5,534 shares of Constellation Energy worth $1.55M as of Q1 2026.
Donoghue Forlines bought 1,428 Constellation Energy shares in Q1 2026, an estimated $434K.
Constellation Energy made up 0.43% of Donoghue Forlines's portfolio in Q1 2026, its #100 holding.
Donoghue Forlines first reported a position in Constellation Energy in Q1 2023 and has held it in 6 quarters since.
Donoghue Forlines's Constellation Energy position peaked at $1.63M in Q2 2025.
1,894 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.