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Herold Advisors’s Constellation Energy CEG Stock Holding History

Herold 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 		$248K Buy
888
+168
+23% +$51.1K 0.05% 231
2025
Q4 		$254K Buy
+720
New +$262K 0.06% 222
2022
Q2 		– Sell
-50
Closed -$2.81K – 264
2022
Q1 		$2.81K Buy
+50
New +$2.44K ﹤0.01% 697

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

Herold Advisors's CEG Position: Q1 2026 in Review

Herold Advisors increased its Constellation Energy (CEG) stake by 23% in Q1 2026, buying an estimated $51.1K and bringing the position to 888 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #231.

Herold Advisors first reported a position in CEG in Q1 2022 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Herold Advisors held 888 shares of Constellation Energy worth $248K as of Q1 2026.
  • Herold Advisors bought 168 Constellation Energy shares in Q1 2026, an estimated $51.1K.
  • Constellation Energy made up 0.05% of Herold Advisors's portfolio in Q1 2026, its #231 holding.
  • Herold Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 3 quarters since.
  • Herold Advisors's Constellation Energy position peaked at $254K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.