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Jacksonville Wealth Management’s Constellation Energy CEG Stock Holding History

Jacksonville 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 		– Sell
-802
Closed -$283K – 71
2025
Q4 		$283K Hold
802
– – 0.2% 63
2025
Q3 		$264K Hold
802
– – 0.19% 60
2025
Q2 		$259K Buy
+802
New +$212K 0.21% 59

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

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

Jacksonville Wealth Management sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 802 shares — an estimated $283K sold.

Jacksonville Wealth Management first reported a position in CEG in Q2 2025 and held it in 3 quarters. The position peaked at $283K in Q4 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Jacksonville Wealth Management reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Jacksonville Wealth Management sold 802 Constellation Energy shares in Q1 2026, an estimated $283K.
  • Jacksonville Wealth Management first reported a position in Constellation Energy in Q2 2025 and held it in 3 quarters.
  • Jacksonville Wealth Management's Constellation Energy position peaked at $283K in Q4 2025.
  • 1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.