Smartleaf Asset Management’s Constellation Energy CEG Stock Holding History

Smartleaf Asset 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	$1.76M	Buy	5,901 +490	+9%	+$149K	0.06%	270
2025 Q4	$1.93M	Buy	5,411 +413	+8%	+$150K	0.07%	237
2025 Q3	$1.67M	Buy	4,998 +1,270	+34%	+$410K	0.1%	218
2025 Q2	$1.19M	Buy	3,728 +161	+5%	+$42.6K	0.11%	217
2025 Q1	$733K	Sell	3,567 -169	-5%	-$45.3K	0.07%	283
2024 Q4	$846K	Buy	3,736 +1,316	+54%	+$328K	0.09%	249
2024 Q3	$622K	Buy	2,420 +952	+65%	+$189K	0.08%	266
2024 Q2	$301K	Buy	1,468 +373	+34%	+$76.1K	0.05%	310
2024 Q1	$202K	Buy	1,095 +826	+307%	+$117K	0.04%	354
2023 Q4	$31.6K	Buy	+269	New	+$31.4K	0.01%	602

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

Smartleaf Asset Management's CEG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Constellation Energy (CEG) stake by 9.1% in Q1 2026, buying an estimated $149K and bringing the position to 5,901 shares worth $1.76M. The position accounts for 0.06% of the portfolio, ranked #270.

Smartleaf Asset Management first reported a position in CEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Smartleaf Asset Management held 5,901 shares of Constellation Energy worth $1.76M as of Q1 2026.
Smartleaf Asset Management bought 490 Constellation Energy shares in Q1 2026, an estimated $149K.
Constellation Energy made up 0.06% of Smartleaf Asset Management's portfolio in Q1 2026, its #270 holding.
Smartleaf Asset Management first reported a position in Constellation Energy in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Constellation Energy position peaked at $1.93M in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.