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Rational Advisors’s Constellation Energy CEG Stock Holding History

Rational 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
-2,010
Closed -$710K – 183
2025
Q4 		$710K Buy
2,010
+750
+60% +$273K 0.07% 103
2025
Q3 		$415K Buy
1,260
+948
+304% +$306K 0.04% 109
2025
Q2 		$101K Sell
312
-83
-21% -$22K 0.01% 119
2025
Q1 		$79.6K Buy
+395
New +$106K 0.01% 115
2024
Q2 		– Sell
-838
Closed -$155K – 200
2024
Q1 		$155K Sell
838
-538
-39% -$76.4K 0.01% 111
2023
Q4 		$161K Buy
1,376
+843
+158% +$98.4K 0.02% 103
2023
Q3 		$58.1K Buy
533
+187
+54% +$19.3K 0.01% 149
2023
Q2 		$31.7K Buy
+346
New +$28.7K ﹤0.01% 189

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Rational Advisors's CEG Position: Q1 2026 in Review

Rational Advisors sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 2,010 shares — an estimated $710K sold.

Rational Advisors first reported a position in CEG in Q2 2023 and held it in 8 quarters. The position peaked at $710K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Rational Advisors reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Rational Advisors sold 2,010 Constellation Energy shares in Q1 2026, an estimated $710K.
  • Rational Advisors first reported a position in Constellation Energy in Q2 2023 and held it in 8 quarters.
  • Rational Advisors's Constellation Energy position peaked at $710K in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Rational Advisors's 13F filing for Q1 2026, filed 7 May 2026.