Taylor & Morgan Wealth Management’s Constellation Energy CEG Stock Holding History

Taylor & Morgan Wealth Management’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	–	Sell	-569	Closed	-$201K	–	80
2025 Q4	$201K	Buy	+569	New	+$207K	0.11%	78
2024 Q4	–	Sell	-803	Closed	-$209K	–	74
2024 Q3	$209K	Buy	+803	New	+$160K	0.14%	70

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Taylor & Morgan Wealth Management's CEG Position: Q1 2026 in Review

Taylor & Morgan Wealth Management sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 569 shares — an estimated $201K sold.

Taylor & Morgan Wealth Management first reported a position in CEG in Q3 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Taylor & Morgan Wealth Management reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 569 Constellation Energy shares in Q1 2026, an estimated $201K.
Taylor & Morgan Wealth Management first reported a position in Constellation Energy in Q3 2024 and held it in 2 quarters.
Taylor & Morgan Wealth Management's Constellation Energy position peaked at $209K in Q3 2024.
1,899 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.