Financial Council’s Constellation Energy CEG Stock Holding History

Financial Council’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	$516K	Hold	1,849	–	–	0.2%	51
2025 Q4	$653K	Hold	1,849	–	–	0.26%	40
2025 Q3	$608K	Hold	1,849	–	–	0.27%	44
2025 Q2	$597K	Hold	1,849	–	–	0.29%	42
2025 Q1	$373K	Hold	1,849	–	–	0.2%	50
2024 Q4	$414K	Hold	1,849	–	–	0.21%	50
2024 Q3	$481K	Hold	1,849	–	–	0.25%	45
2024 Q2	$370K	Hold	1,849	–	–	0.21%	51
2024 Q1	$342K	Hold	1,849	–	–	0.2%	56
2023 Q4	$216K	Hold	1,849	–	–	0.15%	69
2023 Q3	$202K	Buy	+1,849	New	+$191K	0.16%	64

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

Financial Council's CEG Position: Q1 2026 in Review

Financial Council held its Constellation Energy (CEG) position steady in Q1 2026 at 1,849 shares worth $516K. The position accounts for 0.2% of the portfolio, ranked #51.

Financial Council first reported a position in CEG in Q3 2023 and has held it in 11 quarters since. The position peaked at $653K in Q4 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Financial Council held 1,849 shares of Constellation Energy worth $516K as of Q1 2026.
Financial Council left its Constellation Energy share count unchanged in Q1 2026.
Constellation Energy made up 0.2% of Financial Council's portfolio in Q1 2026, its #51 holding.
Financial Council first reported a position in Constellation Energy in Q3 2023 and has held it in 11 quarters since.
Financial Council's Constellation Energy position peaked at $653K in Q4 2025.
1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

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