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TCFG Wealth Management’s Constellation Energy CEG Stock Holding History

TCFG 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 		$599K Sell
2,146
-5,260
-71% -$1.6M 0.22% 106
2025
Q4 		$2.62M Buy
7,406
+60
+0.8% +$21.8K 1.02% 17
2025
Q3 		$2.42M Buy
7,346
+185
+3% +$59.7K 0.95% 22
2025
Q2 		$2.31M Sell
7,161
-423
-6% -$112K 1.05% 15
2025
Q1 		$1.53M Buy
7,584
+2,853
+60% +$765K 0.77% 29
2024
Q4 		$1.06M Buy
4,731
+1,326
+39% +$331K 0.53% 49
2024
Q3 		$885K Buy
+3,405
New +$677K 0.44% 67

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

TCFG Wealth Management's CEG Position: Q1 2026 in Review

TCFG Wealth Management reduced its Constellation Energy (CEG) stake by 71% in Q1 2026, selling an estimated $1.6M and leaving 2,146 shares worth $599K. The position accounts for 0.22% of the portfolio, ranked #106.

TCFG Wealth Management first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.62M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • TCFG Wealth Management held 2,146 shares of Constellation Energy worth $599K as of Q1 2026.
  • TCFG Wealth Management sold 5,260 Constellation Energy shares in Q1 2026, an estimated $1.6M.
  • Constellation Energy made up 0.22% of TCFG Wealth Management's portfolio in Q1 2026, its #106 holding.
  • TCFG Wealth Management first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Constellation Energy position peaked at $2.62M in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.