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Shepherd Financial Partners’s Constellation Energy CEG Stock Holding History

Shepherd 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 		$372K Sell
1,333
-350
-21% -$106K 0.04% 184
2025
Q4 		$595K Buy
1,683
+113
+7% +$41.1K 0.06% 145
2025
Q3 		$517K Hold
1,570
– – 0.05% 156
2025
Q2 		$507K Buy
1,570
+351
+29% +$92.9K 0.05% 158
2025
Q1 		$246K Buy
+1,219
New +$327K 0.03% 213

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

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

Shepherd Financial Partners reduced its Constellation Energy (CEG) stake by 21% in Q1 2026, selling an estimated $106K and leaving 1,333 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #184.

Shepherd Financial Partners first reported a position in CEG in Q1 2025 and has held it in 5 quarters since. The position peaked at $595K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Shepherd Financial Partners held 1,333 shares of Constellation Energy worth $372K as of Q1 2026.
  • Shepherd Financial Partners sold 350 Constellation Energy shares in Q1 2026, an estimated $106K.
  • Constellation Energy made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #184 holding.
  • Shepherd Financial Partners first reported a position in Constellation Energy in Q1 2025 and has held it in 5 quarters since.
  • Shepherd Financial Partners's Constellation Energy position peaked at $595K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.