Midland Wealth Advisors’s Constellation Energy CEG Stock Holding History

Midland 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	$829K	Sell	2,967 -121	-4%	-$36.8K	0.04%	77
2025 Q4	$1.09M	Sell	3,088 -83	-3%	-$30.2K	0.06%	70
2025 Q3	$1.04M	Sell	3,171 -125	-4%	-$40.3K	0.06%	73
2025 Q2	$1.06M	Buy	3,296 +32	+1%	+$8.47K	0.06%	72
2025 Q1	$658K	Buy	3,264 +192	+6%	+$51.5K	0.04%	109
2024 Q4	$687K	Buy	3,072 +57	+2%	+$14.2K	0.04%	111
2024 Q3	$784K	Hold	3,015	–	–	0.05%	113
2024 Q2	$604K	Buy	3,015 +511	+20%	+$104K	0.04%	124
2024 Q1	$463K	Sell	2,504 -3	-0.1%	-$426	0.03%	140
2023 Q4	$293K	Buy	+2,507	New	+$293K	0.02%	158

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

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

Midland Wealth Advisors reduced its Constellation Energy (CEG) stake by 3.9% in Q1 2026, selling an estimated $36.8K and leaving 2,967 shares worth $829K. The position accounts for 0.04% of the portfolio, ranked #77.

Midland Wealth Advisors first reported a position in CEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Midland Wealth Advisors held 2,967 shares of Constellation Energy worth $829K as of Q1 2026.
Midland Wealth Advisors sold 121 Constellation Energy shares in Q1 2026, an estimated $36.8K.
Constellation Energy made up 0.04% of Midland Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Midland Wealth Advisors first reported a position in Constellation Energy in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's Constellation Energy position peaked at $1.09M in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.