High Net Worth Advisory Group’s Constellation Energy CEG Stock Holding History

High Net Worth Advisory Group’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	$303K	Sell	1,086 -1,935	-64%	-$588K	0.07%	193
2025 Q4	$1.07M	Sell	3,021 -35	-1%	-$12.7K	0.25%	92
2025 Q3	$1.01M	Buy	3,056 +350	+13%	+$113K	0.24%	93
2025 Q2	$873K	Buy	2,706 +1,600	+145%	+$423K	0.23%	91
2025 Q1	$223K	Buy	1,106 +70	+7%	+$18.8K	0.06%	201
2024 Q4	$232K	Sell	1,036 -466	-31%	-$116K	0.06%	199
2024 Q3	$391K	Sell	1,502 -140	-9%	-$27.8K	0.11%	148
2024 Q2	$329K	Hold	1,642	–	–	0.1%	147
2024 Q1	$304K	Buy	+1,642	New	+$233K	0.1%	163
2023 Q1	–	Sell	-1,793	Closed	-$155K	–	254
2022 Q4	$155K	Sell	1,793 -200	-10%	-$18K	0.06%	206
2022 Q3	$166K	Hold	1,993	–	–	0.07%	199
2022 Q2	$114K	Hold	1,993	–	–	0.05%	227
2022 Q1	$112K	Buy	+1,993	New	+$97.2K	0.04%	234

Other funds holding CEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

High Net Worth Advisory Group's CEG Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Constellation Energy (CEG) stake by 64% in Q1 2026, selling an estimated $588K and leaving 1,086 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #193.

High Net Worth Advisory Group first reported a position in CEG in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

High Net Worth Advisory Group held 1,086 shares of Constellation Energy worth $303K as of Q1 2026.
High Net Worth Advisory Group sold 1,935 Constellation Energy shares in Q1 2026, an estimated $588K.
Constellation Energy made up 0.07% of High Net Worth Advisory Group's portfolio in Q1 2026, its #193 holding.
High Net Worth Advisory Group first reported a position in Constellation Energy in Q1 2022 and has held it in 13 quarters since.
High Net Worth Advisory Group's Constellation Energy position peaked at $1.07M in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.