Ritholtz Wealth Management’s Constellation Energy CEG Stock Holding History

Ritholtz Wealth Management’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	$973K	Buy	3,485 +30	+0.9%	+$9.12K	0.02%	556
2025 Q4	$1.22M	Buy	3,455 +223	+7%	+$81K	0.02%	459
2025 Q3	$1.06M	Buy	3,232 +396	+14%	+$128K	0.02%	479
2025 Q2	$915K	Buy	2,836 +926	+48%	+$245K	0.02%	474
2025 Q1	$385K	Buy	1,910 +635	+50%	+$170K	0.01%	664
2024 Q4	$285K	Buy	1,275 +279	+28%	+$69.6K	0.01%	725
2024 Q3	$259K	Buy	+996	New	+$198K	0.01%	741
2022 Q4	–	Sell	-2,446	Closed	-$203K	–	598
2022 Q3	$203K	Buy	+2,446	New	+$180K	0.01%	655

Other funds holding CEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Ritholtz Wealth Management's CEG Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Constellation Energy (CEG) stake by 0.87% in Q1 2026, buying an estimated $9.12K and bringing the position to 3,485 shares worth $973K. The position accounts for 0.02% of the portfolio, ranked #556.

Ritholtz Wealth Management first reported a position in CEG in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Ritholtz Wealth Management held 3,485 shares of Constellation Energy worth $973K as of Q1 2026.
Ritholtz Wealth Management bought 30 Constellation Energy shares in Q1 2026, an estimated $9.12K.
Constellation Energy made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #556 holding.
Ritholtz Wealth Management first reported a position in Constellation Energy in Q3 2022 and has held it in 8 quarters since.
Ritholtz Wealth Management's Constellation Energy position peaked at $1.22M in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.