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Steward Partners Investment Advisory’s Constellation Energy CEG Stock Holding History

Steward Partners Investment Advisory’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 		$23.1M Buy
82,555
+26,563
+47% +$8.07M 0.12% 153
2025
Q4 		$19.8M Buy
55,992
+535
+1% +$194K 0.11% 166
2025
Q3 		$18.2M Buy
55,457
+2,047
+4% +$661K 0.1% 174
2025
Q2 		$17.2M Buy
53,410
+39,547
+285% +$10.5M 0.13% 153
2025
Q1 		$2.8M Buy
13,863
+2,130
+18% +$571K 0.02% 554
2024
Q4 		$2.62M Buy
11,733
+1,738
+17% +$433K 0.02% 558
2024
Q3 		$2.6M Buy
9,995
+522
+6% +$104K 0.02% 544
2024
Q2 		$1.9M Sell
9,473
-75
-0.8% -$15.3K 0.02% 600
2024
Q1 		$1.76M Buy
9,548
+73
+0.8% +$10.4K 0.02% 615
2023
Q4 		$1.11M Buy
9,475
+55
+0.6% +$6.42K 0.02% 689
2023
Q3 		$1.03M Sell
9,420
-1,412
-13% -$146K 0.02% 668
2023
Q2 		$992K Sell
10,832
-5,161
-32% -$428K 0.01% 690
2023
Q1 		$1.26M Buy
15,993
+4,176
+35% +$338K 0.02% 618
2022
Q4 		$1.02M Buy
11,817
+2,524
+27% +$227K 0.02% 659
2022
Q3 		$773K Sell
9,293
-356
-4% -$26.2K 0.01% 712
2022
Q2 		$553K Sell
9,649
-1,290
-12% -$77.6K 0.01% 819
2022
Q1 		$615K Buy
+10,939
New +$534K 0.01% 852

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

Steward Partners Investment Advisory's CEG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Constellation Energy (CEG) stake by 47% in Q1 2026, buying an estimated $8.07M and bringing the position to 82,555 shares worth $23.1M. The position accounts for 0.12% of the portfolio, ranked #153.

Steward Partners Investment Advisory first reported a position in CEG in Q1 2022 and has held it in 17 quarters since. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Steward Partners Investment Advisory held 82,555 shares of Constellation Energy worth $23.1M as of Q1 2026.
  • Steward Partners Investment Advisory bought 26,563 Constellation Energy shares in Q1 2026, an estimated $8.07M.
  • Constellation Energy made up 0.12% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #153 holding.
  • Steward Partners Investment Advisory first reported a position in Constellation Energy in Q1 2022 and has held it in 17 quarters since.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.