Focus Partners Wealth
CEG icon

Focus Partners Wealth’s Constellation Energy CEG Stock Holding History

Focus Partners Wealth’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
2025
Q1 		– Sell
-100
Closed -$1.74K – 1924
2024
Q4 		$1.74K Buy
+100
New +$24.9K ﹤0.01% 1881

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

Focus Partners Wealth's CEG Position: Q1 2026 in Review

Focus Partners Wealth reduced its Constellation Energy (CEG) stake by 37% in Q1 2026, selling an estimated $18.3M and leaving 100,544 shares worth $28.1M. The position accounts for 0.03% of the portfolio, ranked #420.

Focus Partners Wealth first reported a position in CEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $55.6M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Focus Partners Wealth held 100,544 shares of Constellation Energy worth $28.1M as of Q1 2026.
  • Focus Partners Wealth sold 60,191 Constellation Energy shares in Q1 2026, an estimated $18.3M.
  • Constellation Energy made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #420 holding.
  • Focus Partners Wealth first reported a position in Constellation Energy in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Constellation Energy position peaked at $55.6M in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

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