Financial Gravity Asset Management’s Constellation Energy CEG Stock Holding History

Financial Gravity Asset Management’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	$7.82K	Buy	+28	New	+$8.51K	﹤0.01%	612
2024 Q2	–	Sell	-8	Closed	-$1.47K	–	1601
2024 Q1	$1.47K	Buy	+8	New	+$1.14K	﹤0.01%	1169
2023 Q3	–	Sell	-92	Closed	-$382	–	1326
2023 Q2	$382	Buy	+92	New	+$7.63K	﹤0.01%	1042
2023 Q1	–	Sell	-86	Closed	-$342	–	1219
2022 Q4	$342	Buy	+86	New	+$7.74K	﹤0.01%	854

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Financial Gravity Asset Management's CEG Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Constellation Energy (CEG) in Q1 2026: 28 shares worth $7.82K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CEG as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in CEG in Q4 2022 and has held it in 4 quarters since. 1,904 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Financial Gravity Asset Management held 28 shares of Constellation Energy worth $7.82K as of Q1 2026.
Constellation Energy was a new Financial Gravity Asset Management position in Q1 2026.
Constellation Energy made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #612 holding.
Financial Gravity Asset Management first reported a position in Constellation Energy in Q4 2022 and has held it in 4 quarters since.
1,904 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.