ECP
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Electron Capital Partners’s Constellation Energy CEG Stock Holding History

Electron Capital 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 		$89.4M Buy
+320,000
New +$97.2M 3.5% 8

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

Electron Capital Partners's CEG Position: Q1 2026 in Review

Electron Capital Partners reduced its Constellation Energy (CEG) stake by 62% in Q1 2026, selling an estimated $109M and leaving 222,724 shares worth $62.2M. The position accounts for 2.43% of the portfolio, ranked #11.

Electron Capital Partners first reported a position in CEG in Q1 2022 and has held it in 17 quarters since. The position peaked at $230M in Q3 2024. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Electron Capital Partners held 222,724 shares of Constellation Energy worth $62.2M as of Q1 2026.
  • Electron Capital Partners sold 357,541 Constellation Energy shares in Q1 2026, an estimated $109M.
  • Constellation Energy made up 2.43% of Electron Capital Partners's portfolio in Q1 2026, its #11 holding.
  • Electron Capital Partners first reported a position in Constellation Energy in Q1 2022 and has held it in 17 quarters since.
  • Electron Capital Partners's Constellation Energy position peaked at $230M in Q3 2024.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Electron Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.