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Personal CFO Solutions’s Constellation Energy CEG Stock Holding History

Personal CFO Solutions’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 		$722K Sell
2,587
-159
-6% -$48.3K 0.1% 177
2025
Q4 		$970K Buy
2,746
+292
+12% +$106K 0.15% 129
2025
Q3 		$808K Buy
2,454
+83
+4% +$26.8K 0.14% 146
2025
Q2 		$765K Buy
2,371
+126
+6% +$33.3K 0.14% 155
2025
Q1 		$453K Sell
2,245
-39
-2% -$10.5K 0.09% 226
2024
Q4 		$511K Sell
2,284
-174
-7% -$43.4K 0.1% 200
2024
Q3 		$639K Sell
2,458
-645
-21% -$128K 0.09% 214
2024
Q2 		$622K Buy
3,103
+289
+10% +$59K 0.1% 206
2024
Q1 		$520K Buy
2,814
+25
+0.9% +$3.55K 0.08% 241
2023
Q4 		$326K Buy
2,789
+12
+0.4% +$1.4K 0.06% 351
2023
Q3 		$303K Buy
2,777
+28
+1% +$2.89K 0.06% 318
2023
Q2 		$252K Sell
2,749
-1,206
-30% -$100K 0.05% 376
2023
Q1 		$310K Buy
3,955
+1,263
+47% +$102K 0.06% 301
2022
Q4 		$232K Sell
2,692
-42
-2% -$3.78K 0.05% 376
2022
Q3 		$227K Buy
+2,734
New +$202K 0.06% 330

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

Personal CFO Solutions's CEG Position: Q1 2026 in Review

Personal CFO Solutions reduced its Constellation Energy (CEG) stake by 5.8% in Q1 2026, selling an estimated $48.3K and leaving 2,587 shares worth $722K. The position accounts for 0.1% of the portfolio, ranked #177.

Personal CFO Solutions first reported a position in CEG in Q3 2022 and has held it in 15 quarters since. The position peaked at $970K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Personal CFO Solutions held 2,587 shares of Constellation Energy worth $722K as of Q1 2026.
  • Personal CFO Solutions sold 159 Constellation Energy shares in Q1 2026, an estimated $48.3K.
  • Constellation Energy made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #177 holding.
  • Personal CFO Solutions first reported a position in Constellation Energy in Q3 2022 and has held it in 15 quarters since.
  • Personal CFO Solutions's Constellation Energy position peaked at $970K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.