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Souders Financial Advisors’s Constellation Energy CEG Stock Holding History

Souders Financial Advisors’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 		$551K Sell
1,975
-115
-6% -$34.9K 0.06% 136
2025
Q4 		$738K Buy
2,090
+63
+3% +$22.9K 0.08% 107
2025
Q3 		$667K Sell
2,027
-69
-3% -$22.3K 0.08% 114
2025
Q2 		$677K Buy
2,096
+382
+22% +$101K 0.09% 113
2025
Q1 		$346K Buy
1,714
+327
+24% +$87.6K 0.05% 146
2024
Q4 		$310K Buy
1,387
+178
+15% +$44.4K 0.04% 149
2024
Q3 		$314K Buy
+1,209
New +$240K 0.04% 141
2022
Q2 		– Sell
-18,106
Closed -$1.02M – 138
2022
Q1 		$1.02M Buy
+18,106
New +$883K 0.29% 70

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

Souders Financial Advisors's CEG Position: Q1 2026 in Review

Souders Financial Advisors reduced its Constellation Energy (CEG) stake by 5.5% in Q1 2026, selling an estimated $34.9K and leaving 1,975 shares worth $551K. The position accounts for 0.06% of the portfolio, ranked #136.

Souders Financial Advisors first reported a position in CEG in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2022. 1,894 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Souders Financial Advisors held 1,975 shares of Constellation Energy worth $551K as of Q1 2026.
  • Souders Financial Advisors sold 115 Constellation Energy shares in Q1 2026, an estimated $34.9K.
  • Constellation Energy made up 0.06% of Souders Financial Advisors's portfolio in Q1 2026, its #136 holding.
  • Souders Financial Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 8 quarters since.
  • Souders Financial Advisors's Constellation Energy position peaked at $1.02M in Q1 2022.
  • 1,894 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.