SFG Wealth Management’s Constellation Energy CEG Stock Holding History

SFG 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	$387K	Sell	1,387 -500	-26%	-$152K	0.16%	77
2025 Q4	$667K	Hold	1,887	–	–	0.26%	68
2025 Q3	$621K	Buy	+1,887	New	+$609K	0.27%	67
2025 Q2	–	Sell	-2,893	Closed	-$583K	–	89
2025 Q1	$583K	Buy	2,893 +500	+21%	+$134K	0.28%	67
2024 Q4	$535K	Buy	2,393 +870	+57%	+$217K	0.28%	52
2024 Q3	$396K	Hold	1,523	–	–	0.21%	66
2024 Q2	$305K	Buy	1,523 +50	+3%	+$10.2K	0.17%	76
2024 Q1	$272K	Buy	+1,473	New	+$209K	0.16%	81

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

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

SFG Wealth Management reduced its Constellation Energy (CEG) stake by 26% in Q1 2026, selling an estimated $152K and leaving 1,387 shares worth $387K. The position accounts for 0.16% of the portfolio, ranked #77.

SFG Wealth Management first reported a position in CEG in Q1 2024 and has held it in 8 quarters since. The position peaked at $667K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

SFG Wealth Management held 1,387 shares of Constellation Energy worth $387K as of Q1 2026.
SFG Wealth Management sold 500 Constellation Energy shares in Q1 2026, an estimated $152K.
Constellation Energy made up 0.16% of SFG Wealth Management's portfolio in Q1 2026, its #77 holding.
SFG Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 8 quarters since.
SFG Wealth Management's Constellation Energy position peaked at $667K in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.