Stamos Capital Partners’s Constellation Energy CEG Stock Holding History

Stamos Capital Partners’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	$2.71M	Buy	9,712 +2,550	+36%	+$775K	0.42%	76
2025 Q4	$2.53M	Sell	7,162 -1,790	-20%	-$651K	0.41%	78
2025 Q3	$2.95M	Sell	8,952 -3,455	-28%	-$1.12M	0.56%	48
2025 Q2	$4M	Buy	12,407 +1,350	+12%	+$357K	0.72%	44
2025 Q1	$2.23M	Buy	11,057 +1,007	+10%	+$270K	0.58%	54
2024 Q4	$2.25M	Buy	10,050 +230	+2%	+$57.4K	0.53%	56
2024 Q3	$2.55M	Buy	9,820 +3,340	+52%	+$664K	0.6%	49
2024 Q2	$1.3M	Buy	6,480 +1,080	+20%	+$220K	0.28%	86
2024 Q1	$998K	Sell	5,400 -3,090	-36%	-$439K	0.23%	90
2023 Q4	$992K	Sell	8,490 -8,990	-51%	-$1.05M	0.27%	78
2023 Q3	$1.91M	Buy	17,480 +13,180	+307%	+$1.36M	0.42%	70
2023 Q2	$394K	Buy	+4,300	New	+$356K	0.09%	102
2022 Q4	–	Sell	-6,010	Closed	-$500K	–	136
2022 Q3	$500K	Buy	+6,010	New	+$443K	0.13%	139

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

Stamos Capital Partners's CEG Position: Q1 2026 in Review

Stamos Capital Partners increased its Constellation Energy (CEG) stake by 36% in Q1 2026, buying an estimated $775K and bringing the position to 9,712 shares worth $2.71M. The position accounts for 0.42% of the portfolio, ranked #76.

Stamos Capital Partners first reported a position in CEG in Q3 2022 and has held it in 13 quarters since. The position peaked at $4M in Q2 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Stamos Capital Partners held 9,712 shares of Constellation Energy worth $2.71M as of Q1 2026.
Stamos Capital Partners bought 2,550 Constellation Energy shares in Q1 2026, an estimated $775K.
Constellation Energy made up 0.42% of Stamos Capital Partners's portfolio in Q1 2026, its #76 holding.
Stamos Capital Partners first reported a position in Constellation Energy in Q3 2022 and has held it in 13 quarters since.
Stamos Capital Partners's Constellation Energy position peaked at $4M in Q2 2025.
1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.