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NWF Advisory Services’s Constellation Energy CEG Stock Holding History

NWF Advisory Services’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
-690
Closed -$244K – 418
2025
Q4 		$244K Buy
+690
New +$251K 0.03% 325

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

NWF Advisory Services's CEG Position: Q1 2026 in Review

NWF Advisory Services sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 690 shares — an estimated $244K sold.

NWF Advisory Services first reported a position in CEG in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • NWF Advisory Services reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • NWF Advisory Services sold 690 Constellation Energy shares in Q1 2026, an estimated $244K.
  • NWF Advisory Services first reported a position in Constellation Energy in Q4 2025 and held it in 1 quarter.
  • NWF Advisory Services's Constellation Energy position peaked at $244K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.