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Klingman & Associates’s Constellation Energy CEG Stock Holding History

Klingman & Associates’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
-606
Closed -$214K – 336
2025
Q4 		$214K Buy
+606
New +$220K 0.01% 308

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

Klingman & Associates's CEG Position: Q1 2026 in Review

Klingman & Associates sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 606 shares — an estimated $214K sold.

Klingman & Associates first reported a position in CEG in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 1,906 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Klingman & Associates reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Klingman & Associates sold 606 Constellation Energy shares in Q1 2026, an estimated $214K.
  • Klingman & Associates first reported a position in Constellation Energy in Q4 2025 and held it in 1 quarter.
  • Klingman & Associates's Constellation Energy position peaked at $214K in Q4 2025.
  • 1,906 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.