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JGP Wealth Management’s Constellation Energy CEG Stock Holding History

JGP 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
-835
Closed -$295K – 229
2025
Q4 		$295K Buy
835
+8
+1% +$2.91K 0.03% 191
2025
Q3 		$296K Hold
827
– – 0.03% 171
2025
Q2 		$267K Buy
+827
New +$219K 0.03% 178
2024
Q4 		– Sell
-812
Closed -$211K – 185
2024
Q3 		$211K Buy
+812
New +$161K 0.03% 172

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

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

JGP Wealth Management sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 835 shares — an estimated $295K sold.

JGP Wealth Management first reported a position in CEG in Q3 2024 and held it in 4 quarters. The position peaked at $296K in Q3 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • JGP Wealth Management reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • JGP Wealth Management sold 835 Constellation Energy shares in Q1 2026, an estimated $295K.
  • JGP Wealth Management first reported a position in Constellation Energy in Q3 2024 and held it in 4 quarters.
  • JGP Wealth Management's Constellation Energy position peaked at $296K in Q3 2025.
  • 1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on JGP Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.