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Heritage Wealth Management (Ohio)’s Constellation Energy CEG Stock Holding History

Heritage Wealth Management (Ohio)’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
-574
Closed -$203K – 165
2025
Q4 		$203K Buy
+574
New +$209K 0.06% 250

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 $3.38T AUM 44.17% 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

Heritage Wealth Management (Ohio)'s CEG Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 574 shares — an estimated $203K sold.

Heritage Wealth Management (Ohio) first reported a position in CEG in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 1,906 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 574 Constellation Energy shares in Q1 2026, an estimated $203K.
  • Heritage Wealth Management (Ohio) first reported a position in Constellation Energy in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Constellation Energy position peaked at $203K in Q4 2025.
  • 1,906 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.