Intrua Financial’s Constellation Energy CEG Stock Holding History

Intrua Financial’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	-651	Closed	-$230K	–	465
2025 Q4	$230K	Buy	651 +13	+2%	+$4.72K	0.02%	428
2025 Q3	$210K	Sell	638 -1,409	-69%	-$455K	0.02%	430
2025 Q2	$661K	Buy	+2,047	New	+$542K	0.09%	168
2024 Q2	–	Sell	-2,474	Closed	-$457K	–	396
2024 Q1	$457K	Buy	+2,474	New	+$351K	0.07%	254

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

Intrua Financial's CEG Position: Q1 2026 in Review

Intrua Financial sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 651 shares — an estimated $230K sold.

Intrua Financial first reported a position in CEG in Q1 2024 and held it in 4 quarters. The position peaked at $661K in Q2 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Intrua Financial reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
Intrua Financial sold 651 Constellation Energy shares in Q1 2026, an estimated $230K.
Intrua Financial first reported a position in Constellation Energy in Q1 2024 and held it in 4 quarters.
Intrua Financial's Constellation Energy position peaked at $661K in Q2 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.