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GeoWealth Management’s Constellation Energy CEG Stock Holding History

GeoWealth 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 		$247K Sell
884
-127
-13% -$38.6K 0.01% 674
2025
Q4 		$357K Sell
1,011
-158
-14% -$57.4K 0.01% 517
2025
Q3 		$385K Sell
1,169
-32
-3% -$10.3K 0.01% 515
2025
Q2 		$388K Sell
1,201
-51
-4% -$13.5K 0.02% 471
2025
Q1 		$253K Sell
1,252
-636
-34% -$170K 0.01% 593
2024
Q4 		$422K Sell
1,888
-503
-21% -$125K 0.01% 512
2024
Q3 		$622K Buy
2,391
+3
+0.1% +$596 0.02% 425
2024
Q2 		$478K Buy
2,388
+1,159
+94% +$236K 0.02% 443
2024
Q1 		$227K Buy
+1,229
New +$175K 0.01% 643

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

GeoWealth Management's CEG Position: Q1 2026 in Review

GeoWealth Management reduced its Constellation Energy (CEG) stake by 13% in Q1 2026, selling an estimated $38.6K and leaving 884 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #674.

GeoWealth Management first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $622K in Q3 2024. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • GeoWealth Management held 884 shares of Constellation Energy worth $247K as of Q1 2026.
  • GeoWealth Management sold 127 Constellation Energy shares in Q1 2026, an estimated $38.6K.
  • Constellation Energy made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #674 holding.
  • GeoWealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Constellation Energy position peaked at $622K in Q3 2024.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.