Horizon Wealth Management’s Constellation Energy CEG Stock Holding History

Horizon Wealth Management’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	$288K	Sell	1,031 -35	-3%	-$10.6K	0.04%	112
2025 Q4	$377K	Sell	1,066 -4	-0.4%	-$1.45K	0.06%	89
2025 Q3	$352K	Hold	1,070	–	–	0.05%	89
2025 Q2	$345K	Sell	1,070 -4	-0.4%	-$1.06K	0.06%	74
2025 Q1	$217K	Buy	1,074 +104	+11%	+$27.9K	0.04%	95
2024 Q4	$217K	Buy	970 +1	+0.1%	+$249	0.04%	89
2024 Q3	$252K	Sell	969 -119	-11%	-$23.6K	0.05%	67
2024 Q2	$218K	Buy	+1,088	New	+$222K	0.05%	70

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

Horizon Wealth Management's CEG Position: Q1 2026 in Review

Horizon Wealth Management reduced its Constellation Energy (CEG) stake by 3.3% in Q1 2026, selling an estimated $10.6K and leaving 1,031 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #112.

Horizon Wealth Management first reported a position in CEG in Q2 2024 and has held it in 8 quarters since. The position peaked at $377K in Q4 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Horizon Wealth Management held 1,031 shares of Constellation Energy worth $288K as of Q1 2026.
Horizon Wealth Management sold 35 Constellation Energy shares in Q1 2026, an estimated $10.6K.
Constellation Energy made up 0.04% of Horizon Wealth Management's portfolio in Q1 2026, its #112 holding.
Horizon Wealth Management first reported a position in Constellation Energy in Q2 2024 and has held it in 8 quarters since.
Horizon Wealth Management's Constellation Energy position peaked at $377K in Q4 2025.
1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.