RBA
CEG icon

Richard Bernstein Advisors’s Constellation Energy CEG Stock Holding History

Richard Bernstein 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
-7,635
Closed -$2.7M – 234
2025
Q4 		$2.7M Sell
7,635
-1,126
-13% -$409K 0.08% 43
2025
Q3 		$2.88M Sell
8,761
-13,593
-61% -$4.39M 0.08% 51
2025
Q2 		$7.21M Hold
22,354
– – 0.18% 42
2025
Q1 		$4.51M Sell
22,354
-621
-3% -$166K 0.11% 76
2024
Q4 		$5.14M Hold
22,975
– – 0.12% 68
2024
Q3 		$5.97M Hold
22,975
– – 0.13% 55
2024
Q2 		$4.6M Hold
22,975
– – 0.1% 73
2024
Q1 		$4.25M Buy
+22,975
New +$3.26M 0.09% 82

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

Richard Bernstein Advisors's CEG Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 7,635 shares — an estimated $2.7M sold.

Richard Bernstein Advisors first reported a position in CEG in Q1 2024 and held it in 8 quarters. The position peaked at $7.21M in Q2 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Richard Bernstein Advisors reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Richard Bernstein Advisors sold 7,635 Constellation Energy shares in Q1 2026, an estimated $2.7M.
  • Richard Bernstein Advisors first reported a position in Constellation Energy in Q1 2024 and held it in 8 quarters.
  • Richard Bernstein Advisors's Constellation Energy position peaked at $7.21M in Q2 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.