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Journey Strategic Wealth’s Constellation Energy CEG Stock Holding History

Journey Strategic Wealth’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 		$645K Buy
2,308
+847
+58% +$257K 0.02% 281
2025
Q4 		$516K Buy
1,461
+184
+14% +$66.9K 0.01% 306
2025
Q3 		$420K Sell
1,277
-985
-44% -$318K 0.01% 348
2025
Q2 		$730K Buy
2,262
+858
+61% +$227K 0.02% 213
2025
Q1 		$283K Buy
1,404
+131
+10% +$35.1K 0.01% 351
2024
Q4 		$285K Sell
1,273
-397
-24% -$99K 0.01% 344
2024
Q3 		$434K Buy
+1,670
New +$332K 0.02% 245

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

Journey Strategic Wealth's CEG Position: Q1 2026 in Review

Journey Strategic Wealth increased its Constellation Energy (CEG) stake by 58% in Q1 2026, buying an estimated $257K and bringing the position to 2,308 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #281.

Journey Strategic Wealth first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $730K in Q2 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Journey Strategic Wealth held 2,308 shares of Constellation Energy worth $645K as of Q1 2026.
  • Journey Strategic Wealth bought 847 Constellation Energy shares in Q1 2026, an estimated $257K.
  • Constellation Energy made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #281 holding.
  • Journey Strategic Wealth first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's Constellation Energy position peaked at $730K in Q2 2025.
  • 1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.