Sagespring Wealth Partners’s Constellation Energy CEG Stock Holding History

Sagespring Wealth 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	$1.03M	Buy	3,677 +113	+3%	+$34.3K	0.02%	315
2025 Q4	$1.26M	Buy	3,564 +88	+3%	+$32K	0.02%	268
2025 Q3	$1.14M	Buy	3,476 +115	+3%	+$37.1K	0.02%	279
2025 Q2	$1.08M	Buy	3,361 +756	+29%	+$200K	0.02%	271
2025 Q1	$525K	Buy	2,605 +140	+6%	+$37.5K	0.01%	375
2024 Q4	$551K	Buy	+2,465	New	+$615K	0.01%	325

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

Sagespring Wealth Partners's CEG Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Constellation Energy (CEG) stake by 3.2% in Q1 2026, buying an estimated $34.3K and bringing the position to 3,677 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #315.

Sagespring Wealth Partners first reported a position in CEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Sagespring Wealth Partners held 3,677 shares of Constellation Energy worth $1.03M as of Q1 2026.
Sagespring Wealth Partners bought 113 Constellation Energy shares in Q1 2026, an estimated $34.3K.
Constellation Energy made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #315 holding.
Sagespring Wealth Partners first reported a position in Constellation Energy in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Constellation Energy position peaked at $1.26M in Q4 2025.
1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.