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Patrick M. Sweeney & Associates’s Constellation Energy CEG Stock Holding History

Patrick M. Sweeney & Associates’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
-703
Closed -$248K – 165
2025
Q4 		$248K Sell
703
-25
-3% -$9.09K 0.16% 145
2025
Q3 		$240K Hold
728
– – 0.15% 144
2025
Q2 		$227K Buy
+728
New +$193K 0.16% 146

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

Patrick M. Sweeney & Associates's CEG Position: Q1 2026 in Review

Patrick M. Sweeney & Associates sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 703 shares — an estimated $248K sold.

Patrick M. Sweeney & Associates first reported a position in CEG in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Patrick M. Sweeney & Associates reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Patrick M. Sweeney & Associates sold 703 Constellation Energy shares in Q1 2026, an estimated $248K.
  • Patrick M. Sweeney & Associates first reported a position in Constellation Energy in Q2 2025 and held it in 3 quarters.
  • Patrick M. Sweeney & Associates's Constellation Energy position peaked at $248K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.