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Guardian Wealth Advisors (North Carolina)’s Constellation Energy CEG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$216K Buy
774
+71
+10% +$21.6K 0.01% 337
2025
Q4 		$248K Buy
703
+22
+3% +$8K 0.02% 325
2025
Q3 		$224K Sell
681
-2
-0.3% -$645 0.01% 332
2025
Q2 		$220K Buy
+683
New +$181K 0.02% 315

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

Guardian Wealth Advisors (North Carolina)'s CEG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Constellation Energy (CEG) stake by 10% in Q1 2026, buying an estimated $21.6K and bringing the position to 774 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #337.

Guardian Wealth Advisors (North Carolina) first reported a position in CEG in Q2 2025 and has held it in 4 quarters since. The position peaked at $248K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 774 shares of Constellation Energy worth $216K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 71 Constellation Energy shares in Q1 2026, an estimated $21.6K.
  • Constellation Energy made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #337 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Constellation Energy in Q2 2025 and has held it in 4 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Constellation Energy position peaked at $248K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.