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Sigma Planning Corp’s Constellation Energy CEG Stock Holding History

Sigma Planning Corp’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 		$1.9M Buy
6,793
+72
+1% +$21.9K 0.05% 347
2025
Q4 		$2.37M Buy
6,721
+460
+7% +$167K 0.07% 293
2025
Q3 		$2.06M Sell
6,261
-226
-3% -$72.9K 0.06% 317
2025
Q2 		$2.09M Sell
6,487
-65
-1% -$17.2K 0.06% 294
2025
Q1 		$1.32M Buy
6,552
+893
+16% +$239K 0.04% 393
2024
Q4 		$1.27M Sell
5,659
-1,114
-16% -$278K 0.04% 415
2024
Q3 		$1.76M Buy
6,773
+456
+7% +$90.6K 0.05% 326
2024
Q2 		$1.27M Buy
6,317
+750
+13% +$153K 0.04% 412
2024
Q1 		$1.03M Sell
5,567
-12,722
-70% -$1.81M 0.03% 501
2023
Q4 		$2.14M Buy
18,289
+12,489
+215% +$1.46M 0.17% 113
2023
Q3 		$633K Sell
5,800
-169
-3% -$17.4K 0.02% 608
2023
Q2 		$546K Sell
5,969
-1,450
-20% -$120K 0.02% 700
2023
Q1 		$582K Buy
7,419
+731
+11% +$59.1K 0.02% 741
2022
Q4 		$577K Buy
6,688
+16
+0.2% +$1.44K 0.02% 712
2022
Q3 		$555K Buy
6,672
+166
+3% +$12.2K 0.02% 692
2022
Q2 		$373K Buy
+6,506
New +$391K 0.01% 879

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

Sigma Planning Corp's CEG Position: Q1 2026 in Review

Sigma Planning Corp increased its Constellation Energy (CEG) stake by 1.1% in Q1 2026, buying an estimated $21.9K and bringing the position to 6,793 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #347.

Sigma Planning Corp first reported a position in CEG in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.37M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Sigma Planning Corp held 6,793 shares of Constellation Energy worth $1.9M as of Q1 2026.
  • Sigma Planning Corp bought 72 Constellation Energy shares in Q1 2026, an estimated $21.9K.
  • Constellation Energy made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #347 holding.
  • Sigma Planning Corp first reported a position in Constellation Energy in Q2 2022 and has held it in 16 quarters since.
  • Sigma Planning Corp's Constellation Energy position peaked at $2.37M in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.