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SHP Wealth Management’s Constellation Energy CEG Stock Holding History

SHP 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 		$469K Sell
1,681
-401
-19% -$122K 0.04% 161
2025
Q4 		$735K Buy
+2,082
New +$757K 0.06% 106

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Constellation Energy (CEG) stake by 19% in Q1 2026, selling an estimated $122K and leaving 1,681 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #161.

SHP Wealth Management first reported a position in CEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $735K in Q4 2025. 1,900 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • SHP Wealth Management held 1,681 shares of Constellation Energy worth $469K as of Q1 2026.
  • SHP Wealth Management sold 401 Constellation Energy shares in Q1 2026, an estimated $122K.
  • Constellation Energy made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #161 holding.
  • SHP Wealth Management first reported a position in Constellation Energy in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Constellation Energy position peaked at $735K in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.