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Sweeney & Michel’s Constellation Energy CEG Stock Holding History

Sweeney & Michel’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 		$385K Buy
1,319
+22
+2% +$6.69K 0.11% 104
2025
Q4 		$359K Buy
1,297
+85
+7% +$30.9K 0.11% 106
2025
Q3 		$447K Buy
1,212
+53
+5% +$17.1K 0.15% 93
2025
Q2 		$373K Sell
1,159
-213
-16% -$56.4K 0.13% 98
2025
Q1 		$254K Buy
+1,372
New +$368K 0.11% 107
2024
Q3 		$442K Buy
+1,636
New +$325K 0.17% 85

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

Sweeney & Michel's CEG Position: Q1 2026 in Review

Sweeney & Michel increased its Constellation Energy (CEG) stake by 1.7% in Q1 2026, buying an estimated $6.69K and bringing the position to 1,319 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #104.

Sweeney & Michel first reported a position in CEG in Q3 2024 and has held it in 6 quarters since. The position peaked at $447K in Q3 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Sweeney & Michel held 1,319 shares of Constellation Energy worth $385K as of Q1 2026.
  • Sweeney & Michel bought 22 Constellation Energy shares in Q1 2026, an estimated $6.69K.
  • Constellation Energy made up 0.11% of Sweeney & Michel's portfolio in Q1 2026, its #104 holding.
  • Sweeney & Michel first reported a position in Constellation Energy in Q3 2024 and has held it in 6 quarters since.
  • Sweeney & Michel's Constellation Energy position peaked at $447K in Q3 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.