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OneAscent Family Office’s Constellation Energy CEG Stock Holding History

OneAscent Family Office’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
-580
Closed -$205K – 188
2025
Q4 		$205K Buy
+580
New +$211K 0.14% 172

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

OneAscent Family Office's CEG Position: Q1 2026 in Review

OneAscent Family Office sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 580 shares — an estimated $205K sold.

OneAscent Family Office first reported a position in CEG in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 1,899 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • OneAscent Family Office reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • OneAscent Family Office sold 580 Constellation Energy shares in Q1 2026, an estimated $205K.
  • OneAscent Family Office first reported a position in Constellation Energy in Q4 2025 and held it in 1 quarter.
  • OneAscent Family Office's Constellation Energy position peaked at $205K in Q4 2025.
  • 1,899 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.