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Munro Partners’s Constellation Energy CEG Stock Holding History

Munro Partners’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 		$14M Sell
50,050
-429,207
-90% -$130M 0.47% 37
2025
Q4 		$169M Buy
479,257
+85,090
+22% +$30.9M 4.4% 6
2025
Q3 		$130M Sell
394,167
-44,845
-10% -$14.5M 3.51% 5
2025
Q2 		$142M Buy
439,012
+2,655
+0.6% +$703K 4.41% 5
2025
Q1 		$88M Sell
436,357
-378,704
-46% -$102M 4.12% 8
2024
Q4 		$182M Buy
815,061
+22,695
+3% +$5.66M 6.06% 2
2024
Q3 		$206M Sell
792,366
-125,724
-14% -$25M 7.51% 2
2024
Q2 		$184M Buy
918,090
+31,119
+4% +$6.35M 6.81% 4
2024
Q1 		$164M Buy
886,971
+193,765
+28% +$27.5M 5.88% 4
2023
Q4 		$81M Sell
693,206
-116,160
-14% -$13.6M 3.63% 7
2023
Q3 		$88.3M Buy
809,366
+125,446
+18% +$12.9M 4.45% 10
2023
Q2 		$62.6M Sell
683,920
-294,630
-30% -$24.4M 2.88% 16
2023
Q1 		$76.8M Sell
978,550
-766,025
-44% -$62M 3.76% 13
2022
Q4 		$150M Buy
1,744,575
+270,180
+18% +$24.3M 8.6% 1
2022
Q3 		$123M Buy
1,474,395
+353,867
+32% +$26.1M 7.28% 3
2022
Q2 		$64.2M Buy
+1,120,528
New +$67.4M 3.77% 14

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Munro Partners's CEG Position: Q1 2026 in Review

Munro Partners reduced its Constellation Energy (CEG) stake by 90% in Q1 2026, selling an estimated $130M and leaving 50,050 shares worth $14M. The position accounts for 0.47% of the portfolio, ranked #37.

Munro Partners first reported a position in CEG in Q2 2022 and has held it in 16 quarters since. The position peaked at $206M in Q3 2024. 1,899 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Munro Partners held 50,050 shares of Constellation Energy worth $14M as of Q1 2026.
  • Munro Partners sold 429,207 Constellation Energy shares in Q1 2026, an estimated $130M.
  • Constellation Energy made up 0.47% of Munro Partners's portfolio in Q1 2026, its #37 holding.
  • Munro Partners first reported a position in Constellation Energy in Q2 2022 and has held it in 16 quarters since.
  • Munro Partners's Constellation Energy position peaked at $206M in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.