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JPL Wealth Management’s Constellation Energy CEG Stock Holding History

JPL 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 		$82.7K Buy
+296
New +$90K 0.02% 177
2025
Q4 		– Sell
-309
Closed -$102K – 294
2025
Q3 		$102K Buy
+309
New +$99.7K 0.02% 171

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

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

JPL Wealth Management opened a new position in Constellation Energy (CEG) in Q1 2026: 296 shares worth $82.7K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CEG as recently as Q3 2025.

JPL Wealth Management first reported a position in CEG in Q3 2025 and has held it in 2 quarters since. The position peaked at $102K in Q3 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • JPL Wealth Management held 296 shares of Constellation Energy worth $82.7K as of Q1 2026.
  • Constellation Energy was a new JPL Wealth Management position in Q1 2026.
  • Constellation Energy made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #177 holding.
  • JPL Wealth Management first reported a position in Constellation Energy in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Constellation Energy position peaked at $102K in Q3 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

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