Stiles Financial Services’s Constellation Energy CEG Stock Holding History

Stiles Financial Services’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	$3.28M	Buy	11,743 +951	+9%	+$289K	1%	31
2025 Q4	$3.81M	Buy	10,792 +866	+9%	+$315K	1.17%	20
2025 Q3	$3.27M	Buy	9,926 +1,078	+12%	+$348K	1.03%	24
2025 Q2	$2.86M	Buy	8,848 +1,492	+20%	+$395K	0.99%	29
2025 Q1	$1.48M	Buy	7,356 +2,800	+61%	+$750K	0.57%	61
2024 Q4	$1.02M	Buy	+4,556	New	+$1.14M	0.37%	80

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

Stiles Financial Services's CEG Position: Q1 2026 in Review

Stiles Financial Services increased its Constellation Energy (CEG) stake by 8.8% in Q1 2026, buying an estimated $289K and bringing the position to 11,743 shares worth $3.28M. The position accounts for 1% of the portfolio, ranked #31.

Stiles Financial Services first reported a position in CEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.81M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Stiles Financial Services held 11,743 shares of Constellation Energy worth $3.28M as of Q1 2026.
Stiles Financial Services bought 951 Constellation Energy shares in Q1 2026, an estimated $289K.
Constellation Energy made up 1% of Stiles Financial Services's portfolio in Q1 2026, its #31 holding.
Stiles Financial Services first reported a position in Constellation Energy in Q4 2024 and has held it in 6 quarters since.
Stiles Financial Services's Constellation Energy position peaked at $3.81M in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.