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Etesian Wealth Advisors’s Constellation Energy CEG Stock Holding History

Etesian Wealth Advisors’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 		$486K Sell
1,740
-42
-2% -$12.8K 0.16% 91
2025
Q4 		$630K Sell
1,782
-288
-14% -$105K 0.2% 85
2025
Q3 		$681K Sell
2,070
-75
-3% -$24.2K 0.23% 82
2025
Q2 		$692K Sell
2,145
-312
-13% -$82.6K 0.26% 78
2025
Q1 		$495K Sell
2,457
-4
-0.2% -$1.07K 0.21% 95
2024
Q4 		$551K Sell
2,461
-551
-18% -$137K 0.24% 92
2024
Q3 		$783K Buy
3,012
+1
+0% +$199 0.35% 76
2024
Q2 		$603K Sell
3,011
-76
-2% -$15.5K 0.34% 82
2024
Q1 		$571K Sell
3,087
-91
-3% -$12.9K 0.33% 84
2023
Q4 		$372K Sell
3,178
-926
-23% -$108K 0.22% 94
2023
Q3 		$448K Sell
4,104
-18
-0.4% -$1.85K 0.3% 87
2023
Q2 		$377K Sell
4,122
-8
-0.2% -$663 0.25% 92
2023
Q1 		$324K Sell
4,130
-215
-5% -$17.4K 0.22% 95
2022
Q4 		$375K Buy
+4,345
New +$391K 0.27% 91

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

Etesian Wealth Advisors's CEG Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its Constellation Energy (CEG) stake by 2.4% in Q1 2026, selling an estimated $12.8K and leaving 1,740 shares worth $486K. The position accounts for 0.16% of the portfolio, ranked #91.

Etesian Wealth Advisors first reported a position in CEG in Q4 2022 and has held it in 14 quarters since. The position peaked at $783K in Q3 2024. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Etesian Wealth Advisors held 1,740 shares of Constellation Energy worth $486K as of Q1 2026.
  • Etesian Wealth Advisors sold 42 Constellation Energy shares in Q1 2026, an estimated $12.8K.
  • Constellation Energy made up 0.16% of Etesian Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • Etesian Wealth Advisors first reported a position in Constellation Energy in Q4 2022 and has held it in 14 quarters since.
  • Etesian Wealth Advisors's Constellation Energy position peaked at $783K in Q3 2024.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.