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Medallion Wealth Advisors’s Constellation Energy CEG Stock Holding History

Medallion Wealth 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 		$25.4K Sell
91
-12
-12% -$3.65K 0.01% 604
2025
Q4 		$36.4K Sell
103
-4
-4% -$1.45K 0.01% 521
2025
Q3 		$35.2K Sell
107
-24
-18% -$7.75K 0.01% 530
2025
Q2 		$42K Sell
131
-40
-23% -$10.6K 0.02% 486
2025
Q1 		$34.8K Buy
171
+44
+35% +$11.8K 0.02% 486
2024
Q4 		$25.9K Buy
+127
New +$31.7K 0.01% 521

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

Medallion Wealth Advisors's CEG Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Constellation Energy (CEG) stake by 12% in Q1 2026, selling an estimated $3.65K and leaving 91 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #604.

Medallion Wealth Advisors first reported a position in CEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $42K in Q2 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Medallion Wealth Advisors held 91 shares of Constellation Energy worth $25.4K as of Q1 2026.
  • Medallion Wealth Advisors sold 12 Constellation Energy shares in Q1 2026, an estimated $3.65K.
  • Constellation Energy made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #604 holding.
  • Medallion Wealth Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Constellation Energy position peaked at $42K in Q2 2025.
  • 1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.