Mission Wealth Management’s Constellation Energy CEG Stock Holding History

Mission 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	$895K	Sell	3,206 -24	-0.7%	-$7.29K	0.02%	341
2025 Q4	$1.14M	Buy	3,230 +1,385	+75%	+$503K	0.02%	307
2025 Q3	$607K	Sell	1,845 -1,873	-50%	-$604K	0.01%	442
2025 Q2	$1.2M	Buy	3,718 +2,010	+118%	+$532K	0.03%	295
2025 Q1	$344K	Sell	1,708 -16	-0.9%	-$4.29K	0.01%	535
2024 Q4	$386K	Buy	1,724 +290	+20%	+$72.3K	0.01%	491
2024 Q3	$373K	Sell	1,434 -372	-21%	-$73.9K	0.01%	497
2024 Q2	$362K	Buy	1,806 +171	+10%	+$34.9K	0.01%	491
2024 Q1	$302K	Buy	+1,635	New	+$232K	0.01%	554

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

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

Mission Wealth Management reduced its Constellation Energy (CEG) stake by 0.74% in Q1 2026, selling an estimated $7.29K and leaving 3,206 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #341.

Mission Wealth Management first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Mission Wealth Management held 3,206 shares of Constellation Energy worth $895K as of Q1 2026.
Mission Wealth Management sold 24 Constellation Energy shares in Q1 2026, an estimated $7.29K.
Constellation Energy made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #341 holding.
Mission Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
Mission Wealth Management's Constellation Energy position peaked at $1.2M in Q2 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

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