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Simplicity Wealth’s Constellation Energy CEG Stock Holding History

Simplicity Wealth’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 		$497K Buy
1,778
+247
+16% +$75.1K 0.03% 455
2025
Q4 		$541K Buy
1,531
+176
+13% +$64K 0.03% 409
2025
Q3 		$446K Sell
1,355
-1,209
-47% -$390K 0.03% 467
2025
Q2 		$828K Buy
+2,564
New +$678K 0.03% 366
2024
Q3 		– Sell
-8,013
Closed -$1.6M – 599
2024
Q2 		$1.6M Buy
8,013
+449
+6% +$91.6K 0.04% 395
2024
Q1 		$1.4M Buy
+7,564
New +$1.07M 0.03% 430

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

Simplicity Wealth's CEG Position: Q1 2026 in Review

Simplicity Wealth increased its Constellation Energy (CEG) stake by 16% in Q1 2026, buying an estimated $75.1K and bringing the position to 1,778 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #455.

Simplicity Wealth first reported a position in CEG in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.6M in Q2 2024. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Simplicity Wealth held 1,778 shares of Constellation Energy worth $497K as of Q1 2026.
  • Simplicity Wealth bought 247 Constellation Energy shares in Q1 2026, an estimated $75.1K.
  • Constellation Energy made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #455 holding.
  • Simplicity Wealth first reported a position in Constellation Energy in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Constellation Energy position peaked at $1.6M in Q2 2024.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.