Forvis Mazars Wealth Advisors’s Constellation Energy CEG Stock Holding History

Forvis Mazars 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	$247K	Hold	883	–	–	﹤0.01%	377
2025 Q4	$312K	Sell	883 -5	-0.6%	-$1.82K	0.01%	348
2025 Q3	$292K	Buy	888 +89	+11%	+$28.7K	0.01%	353
2025 Q2	$258K	Buy	+799	New	+$211K	0.01%	366
2024 Q4	–	Sell	-788	Closed	-$205K	–	422
2024 Q3	$205K	Buy	+788	New	+$157K	﹤0.01%	422

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

Forvis Mazars Wealth Advisors's CEG Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its Constellation Energy (CEG) position steady in Q1 2026 at 883 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Forvis Mazars Wealth Advisors first reported a position in CEG in Q3 2024 and has held it in 5 quarters since. The position peaked at $312K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Forvis Mazars Wealth Advisors held 883 shares of Constellation Energy worth $247K as of Q1 2026.
Forvis Mazars Wealth Advisors left its Constellation Energy share count unchanged in Q1 2026.
Constellation Energy made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #377 holding.
Forvis Mazars Wealth Advisors first reported a position in Constellation Energy in Q3 2024 and has held it in 5 quarters since.
Forvis Mazars Wealth Advisors's Constellation Energy position peaked at $312K in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.