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Root Financial Partners’s Constellation Energy CEG Stock Holding History

Root Financial Partners’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 		$281K Buy
1,007
+56
+6% +$17K 0.01% 259
2025
Q4 		$336K Buy
951
+213
+29% +$77.4K 0.02% 214
2025
Q3 		$243K Buy
+738
New +$238K 0.02% 242

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

Root Financial Partners's CEG Position: Q1 2026 in Review

Root Financial Partners increased its Constellation Energy (CEG) stake by 5.9% in Q1 2026, buying an estimated $17K and bringing the position to 1,007 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #259.

Root Financial Partners first reported a position in CEG in Q3 2025 and has held it in 3 quarters since. The position peaked at $336K in Q4 2025. 1,894 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Root Financial Partners held 1,007 shares of Constellation Energy worth $281K as of Q1 2026.
  • Root Financial Partners bought 56 Constellation Energy shares in Q1 2026, an estimated $17K.
  • Constellation Energy made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #259 holding.
  • Root Financial Partners first reported a position in Constellation Energy in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Constellation Energy position peaked at $336K in Q4 2025.
  • 1,894 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.