Lionsbridge Wealth Management’s Constellation Energy CEG Stock Holding History

Lionsbridge 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	$315K	Buy	1,127 +36	+3%	+$10.9K	0.32%	52
2025 Q4	$385K	Sell	1,091 -4	-0.4%	-$1.45K	0.39%	48
2025 Q3	$360K	Sell	1,095 -27	-2%	-$8.71K	0.36%	52
2025 Q2	$362K	Buy	+1,122	New	+$297K	0.36%	54
2025 Q1	–	Sell	-1,794	Closed	-$401K	–	61
2024 Q4	$401K	Buy	+1,794	New	+$447K	0.34%	52

Other funds holding CEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Lionsbridge Wealth Management increased its Constellation Energy (CEG) stake by 3.3% in Q1 2026, buying an estimated $10.9K and bringing the position to 1,127 shares worth $315K. The position accounts for 0.32% of the portfolio, ranked #52.

Lionsbridge Wealth Management first reported a position in CEG in Q4 2024 and has held it in 5 quarters since. The position peaked at $401K in Q4 2024. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Lionsbridge Wealth Management held 1,127 shares of Constellation Energy worth $315K as of Q1 2026.
Lionsbridge Wealth Management bought 36 Constellation Energy shares in Q1 2026, an estimated $10.9K.
Constellation Energy made up 0.32% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #52 holding.
Lionsbridge Wealth Management first reported a position in Constellation Energy in Q4 2024 and has held it in 5 quarters since.
Lionsbridge Wealth Management's Constellation Energy position peaked at $401K in Q4 2024.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.