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Financial Consulate’s Constellation Energy CEG Stock Holding History

Financial Consulate’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 		$992K Buy
3,552
+46
+1% +$14K 0.12% 50
2025
Q4 		$1.24M Buy
3,506
+90
+3% +$32.7K 0.17% 41
2025
Q3 		$1.12M Buy
+3,416
New +$1.1M 0.16% 43
2023
Q2 		– Sell
-2,643
Closed -$207K – 55
2023
Q1 		$207K Buy
2,643
+283
+12% +$22.9K 0.07% 118
2022
Q4 		$203K Buy
+2,360
New +$212K 0.07% 132

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

Financial Consulate's CEG Position: Q1 2026 in Review

Financial Consulate increased its Constellation Energy (CEG) stake by 1.3% in Q1 2026, buying an estimated $14K and bringing the position to 3,552 shares worth $992K. The position accounts for 0.12% of the portfolio, ranked #50.

Financial Consulate first reported a position in CEG in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.24M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Financial Consulate held 3,552 shares of Constellation Energy worth $992K as of Q1 2026.
  • Financial Consulate bought 46 Constellation Energy shares in Q1 2026, an estimated $14K.
  • Constellation Energy made up 0.12% of Financial Consulate's portfolio in Q1 2026, its #50 holding.
  • Financial Consulate first reported a position in Constellation Energy in Q4 2022 and has held it in 5 quarters since.
  • Financial Consulate's Constellation Energy position peaked at $1.24M in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.