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McClarren Financial Advisors’s Constellation Energy CEG Stock Holding History

McClarren Financial Advisors’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
-353
Closed -$242K – 80
2025
Q4 		$242K Sell
353
-331
-48% -$120K 0.14% 71
2025
Q3 		$225K Buy
684
+1
+0.1% +$323 0.14% 69
2025
Q2 		$220K Buy
683
+2
+0.3% +$529 0.14% 69
2025
Q1 		$137K Buy
681
+1
+0.1% +$268 0.09% 86
2024
Q4 		$152K Buy
680
+1
+0.1% +$249 0.43% 40
2024
Q3 		$176K Buy
679
+479
+240% +$95.2K 0.02% 78
2024
Q2 		$135K Sell
200
-478
-71% -$97.5K 0.09% 89
2024
Q1 		$126K Buy
678
+2
+0.3% +$284 0.09% 93
2023
Q4 		$79K Buy
676
+2
+0.3% +$233 0.06% 124
2023
Q3 		$73K Hold
674
– – 0.06% 122
2023
Q2 		$61K Buy
674
+2
+0.3% +$166 0.05% 135
2023
Q1 		$52K Buy
672
+3
+0.4% +$243 0.05% 139
2022
Q4 		$57K Buy
669
+1
+0.1% +$90 0.05% 134
2022
Q3 		$55K Buy
+668
New +$49.2K 0.05% 120

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

McClarren Financial Advisors's CEG Position: Q1 2026 in Review

McClarren Financial Advisors sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 353 shares — an estimated $242K sold.

McClarren Financial Advisors first reported a position in CEG in Q3 2022 and held it in 14 quarters. The position peaked at $242K in Q4 2025. 1,906 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • McClarren Financial Advisors reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • McClarren Financial Advisors sold 353 Constellation Energy shares in Q1 2026, an estimated $242K.
  • McClarren Financial Advisors first reported a position in Constellation Energy in Q3 2022 and held it in 14 quarters.
  • McClarren Financial Advisors's Constellation Energy position peaked at $242K in Q4 2025.
  • 1,906 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on McClarren Financial Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.