Keystone Financial Services (Colorado)’s Constellation Energy CEG Stock Holding History

Keystone Financial Services (Colorado)’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	-616	Closed	-$218K	–	124
2025 Q4	$218K	Sell	616 -6	-1%	-$2.18K	0.07%	108
2025 Q3	$205K	Sell	622 -16	-3%	-$5.16K	0.06%	125
2025 Q2	$206K	Buy	+638	New	+$169K	0.07%	112
2025 Q1	–	Sell	-916	Closed	-$205K	–	104
2024 Q4	$205K	Buy	916 +18	+2%	+$4.49K	0.08%	98
2024 Q3	$233K	Buy	+898	New	+$178K	0.09%	82

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Keystone Financial Services (Colorado)'s CEG Position: Q1 2026 in Review

Keystone Financial Services (Colorado) sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 616 shares — an estimated $218K sold.

Keystone Financial Services (Colorado) first reported a position in CEG in Q3 2024 and held it in 5 quarters. The position peaked at $233K in Q3 2024. 1,906 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Keystone Financial Services (Colorado) reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 616 Constellation Energy shares in Q1 2026, an estimated $218K.
Keystone Financial Services (Colorado) first reported a position in Constellation Energy in Q3 2024 and held it in 5 quarters.
Keystone Financial Services (Colorado)'s Constellation Energy position peaked at $233K in Q3 2024.
1,906 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.