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HFM Investment Advisors’s Constellation Energy CEG Stock Holding History

HFM Investment 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 		$287K Hold
1,027
– – 0.11% 22
2025
Q4 		$363K Buy
1,027
+21
+2% +$7.63K 0.14% 21
2025
Q3 		$331K Sell
1,006
-1
-0.1% -$323 0.13% 21
2025
Q2 		$325K Buy
1,007
+87
+9% +$23K 0.14% 19
2025
Q1 		$186K Buy
+920
New +$247K 0.09% 20

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

HFM Investment Advisors's CEG Position: Q1 2026 in Review

HFM Investment Advisors held its Constellation Energy (CEG) position steady in Q1 2026 at 1,027 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #22.

HFM Investment Advisors first reported a position in CEG in Q1 2025 and has held it in 5 quarters since. The position peaked at $363K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • HFM Investment Advisors held 1,027 shares of Constellation Energy worth $287K as of Q1 2026.
  • HFM Investment Advisors left its Constellation Energy share count unchanged in Q1 2026.
  • Constellation Energy made up 0.11% of HFM Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • HFM Investment Advisors first reported a position in Constellation Energy in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Constellation Energy position peaked at $363K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.