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Gradient Investments’s Constellation Energy CEG Stock Holding History

Gradient Investments’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 		– Sell
-582
Closed -$206K – 421
2025
Q4 		$206K Buy
+582
New +$212K ﹤0.01% 341
2024
Q3 		– Sell
-107
Closed -$21.4K – 456
2024
Q2 		$21.4K Hold
107
– – ﹤0.01% 630
2024
Q1 		$19.8K Sell
107
-844
-89% -$120K ﹤0.01% 546
2023
Q4 		$111K Sell
951
-472
-33% -$55.1K ﹤0.01% 412
2023
Q3 		$155K Sell
1,423
-11
-0.8% -$1.13K ﹤0.01% 342
2023
Q2 		$131K Sell
1,434
-148
-9% -$12.3K ﹤0.01% 369
2023
Q1 		$124K Sell
1,582
-73
-4% -$5.9K ﹤0.01% 346
2022
Q4 		$143K Buy
1,655
+73
+5% +$6.57K ﹤0.01% 337
2022
Q3 		$132K Hold
1,582
– – ﹤0.01% 323
2022
Q2 		$91K Sell
1,582
-1,252
-44% -$75.3K ﹤0.01% 388
2022
Q1 		$159K Buy
+2,834
New +$138K ﹤0.01% 311

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Gradient Investments's CEG Position: Q1 2026 in Review

Gradient Investments sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 582 shares — an estimated $206K sold.

Gradient Investments first reported a position in CEG in Q1 2022 and held it in 11 quarters. The position peaked at $206K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Gradient Investments reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Gradient Investments sold 582 Constellation Energy shares in Q1 2026, an estimated $206K.
  • Gradient Investments first reported a position in Constellation Energy in Q1 2022 and held it in 11 quarters.
  • Gradient Investments's Constellation Energy position peaked at $206K in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Gradient Investments's 13F filing for Q1 2026, filed 13 Apr 2026.