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Northwest Financial Advisors’s Constellation Energy CEG Stock Holding History

Northwest 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
-828
Closed -$293K – 71
2025
Q4 		$293K Hold
828
– – 0.6% 49
2025
Q3 		$273K Hold
828
– – 0.35% 76
2025
Q2 		$267K Buy
+828
New +$219K 0.37% 72
2024
Q4 		– Sell
-828
Closed -$215K – 176
2024
Q3 		$215K Buy
+828
New +$165K 0.17% 94
2024
Q1 		– Sell
-974
Closed -$114K – 153
2023
Q4 		$114K Buy
+974
New +$114K 0.1% 130

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

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

Northwest Financial Advisors sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 828 shares — an estimated $293K sold.

Northwest Financial Advisors first reported a position in CEG in Q4 2023 and held it in 5 quarters. The position peaked at $293K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Northwest Financial Advisors reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Northwest Financial Advisors sold 828 Constellation Energy shares in Q1 2026, an estimated $293K.
  • Northwest Financial Advisors first reported a position in Constellation Energy in Q4 2023 and held it in 5 quarters.
  • Northwest Financial Advisors's Constellation Energy position peaked at $293K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

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