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Keudell/Morrison Wealth Management’s Constellation Energy CEG Stock Holding History

Keudell/Morrison 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
-583
Closed -$206K – 248
2025
Q4 		$206K Buy
+583
New +$212K 0.04% 225
2024
Q4 		– Sell
-887
Closed -$231K – 222
2024
Q3 		$231K Buy
+887
New +$176K 0.06% 191
2024
Q2 		– Sell
-1,173
Closed -$217K – 208
2024
Q1 		$217K Buy
+1,173
New +$167K 0.07% 191

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Keudell/Morrison Wealth Management's CEG Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 583 shares — an estimated $206K sold.

Keudell/Morrison Wealth Management first reported a position in CEG in Q1 2024 and held it in 3 quarters. The position peaked at $231K in Q3 2024. 1,906 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Keudell/Morrison Wealth Management reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 583 Constellation Energy shares in Q1 2026, an estimated $206K.
  • Keudell/Morrison Wealth Management first reported a position in Constellation Energy in Q1 2024 and held it in 3 quarters.
  • Keudell/Morrison Wealth Management's Constellation Energy position peaked at $231K in Q3 2024.
  • 1,906 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.