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Liberty One Investment Management’s Constellation Energy CEG Stock Holding History

Liberty One Investment 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 		$292K Buy
1,046
+974
+1,353% +$296K 0.03% 144
2025
Q4 		$25.5K Sell
72
-1,045
-94% -$380K ﹤0.01% 138
2025
Q3 		$368K Buy
1,117
+22
+2% +$7.1K 0.02% 132
2025
Q2 		$353K Sell
1,095
-1
-0.1% -$265 0.04% 124
2025
Q1 		$221K Buy
+1,096
New +$294K 0.02% 133

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

Liberty One Investment Management's CEG Position: Q1 2026 in Review

Liberty One Investment Management increased its Constellation Energy (CEG) stake by 1,353% in Q1 2026, buying an estimated $296K and bringing the position to 1,046 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #144.

Liberty One Investment Management first reported a position in CEG in Q1 2025 and has held it in 5 quarters since. The position peaked at $368K in Q3 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Liberty One Investment Management held 1,046 shares of Constellation Energy worth $292K as of Q1 2026.
  • Liberty One Investment Management bought 974 Constellation Energy shares in Q1 2026, an estimated $296K.
  • Constellation Energy made up 0.03% of Liberty One Investment Management's portfolio in Q1 2026, its #144 holding.
  • Liberty One Investment Management first reported a position in Constellation Energy in Q1 2025 and has held it in 5 quarters since.
  • Liberty One Investment Management's Constellation Energy position peaked at $368K in Q3 2025.
  • 1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.