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Rollins Financial Advisors’s Constellation Energy CEG Stock Holding History

Rollins Financial 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
-860
Closed -$304K – 159
2025
Q4 		$304K Buy
860
+200
+30% +$72.7K 0.04% 125
2025
Q3 		$217K Sell
660
-148
-18% -$47.8K 0.03% 139
2025
Q2 		$261K Buy
+808
New +$214K 0.04% 115

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

Rollins Financial Advisors's CEG Position: Q1 2026 in Review

Rollins Financial Advisors sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 860 shares — an estimated $304K sold.

Rollins Financial Advisors first reported a position in CEG in Q2 2025 and held it in 3 quarters. The position peaked at $304K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Rollins Financial Advisors reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Rollins Financial Advisors sold 860 Constellation Energy shares in Q1 2026, an estimated $304K.
  • Rollins Financial Advisors first reported a position in Constellation Energy in Q2 2025 and held it in 3 quarters.
  • Rollins Financial Advisors's Constellation Energy position peaked at $304K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.