River Wealth Advisors’s Constellation Energy CEG Stock Holding History

River Wealth 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	$5M	Buy	17,911 +218	+1%	+$66.3K	0.57%	46
2025 Q4	$6.25M	Buy	17,693 +1,183	+7%	+$430K	0.7%	38
2025 Q3	$5.43M	Buy	16,510 +589	+4%	+$190K	0.64%	42
2025 Q2	$5.14M	Buy	15,921 +748	+5%	+$198K	0.64%	43
2025 Q1	$3.06M	Buy	15,173 +14,049	+1,250%	+$3.77M	0.43%	56
2024 Q4	$252K	Buy	1,124 +85	+8%	+$21.2K	0.03%	194
2024 Q3	$270K	Buy	+1,039	New	+$206K	0.04%	187
2023 Q3	–	Sell	-2,460	Closed	-$225K	–	201
2023 Q2	$225K	Buy	+2,460	New	+$204K	0.04%	200
2023 Q1	–	Sell	-2,325	Closed	-$200K	–	209
2022 Q4	$200K	Buy	+2,325	New	+$209K	0.04%	202

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

River Wealth Advisors's CEG Position: Q1 2026 in Review

River Wealth Advisors increased its Constellation Energy (CEG) stake by 1.2% in Q1 2026, buying an estimated $66.3K and bringing the position to 17,911 shares worth $5M. The position accounts for 0.57% of the portfolio, ranked #46.

River Wealth Advisors first reported a position in CEG in Q4 2022 and has held it in 9 quarters since. The position peaked at $6.25M in Q4 2025. 1,894 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

River Wealth Advisors held 17,911 shares of Constellation Energy worth $5M as of Q1 2026.
River Wealth Advisors bought 218 Constellation Energy shares in Q1 2026, an estimated $66.3K.
Constellation Energy made up 0.57% of River Wealth Advisors's portfolio in Q1 2026, its #46 holding.
River Wealth Advisors first reported a position in Constellation Energy in Q4 2022 and has held it in 9 quarters since.
River Wealth Advisors's Constellation Energy position peaked at $6.25M in Q4 2025.
1,894 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.