Tradition Wealth Management’s Constellation Energy CEG Stock Holding History

Tradition 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	$411K	Sell	1,472 -594	-29%	-$181K	0.03%	324
2025 Q4	$730K	Buy	2,066 +957	+86%	+$348K	0.05%	230
2025 Q3	$365K	Buy	1,109 +245	+28%	+$79.1K	0.03%	332
2025 Q2	$279K	Buy	+864	New	+$229K	0.02%	367
2024 Q1	–	Sell	-44	Closed	-$5K	–	508
2023 Q4	$5K	Hold	44	–	–	﹤0.01%	1144
2023 Q3	$5K	Hold	44	–	–	﹤0.01%	1164
2023 Q2	$4K	Sell	44 -25	-36%	-$2.07K	﹤0.01%	1251
2023 Q1	$5K	Buy	69 +39	+130%	+$3.15K	﹤0.01%	1139
2022 Q4	$3K	Buy	+30	New	+$2.7K	﹤0.01%	1110

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

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

Tradition Wealth Management reduced its Constellation Energy (CEG) stake by 29% in Q1 2026, selling an estimated $181K and leaving 1,472 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #324.

Tradition Wealth Management first reported a position in CEG in Q4 2022 and has held it in 9 quarters since. The position peaked at $730K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Tradition Wealth Management held 1,472 shares of Constellation Energy worth $411K as of Q1 2026.
Tradition Wealth Management sold 594 Constellation Energy shares in Q1 2026, an estimated $181K.
Constellation Energy made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #324 holding.
Tradition Wealth Management first reported a position in Constellation Energy in Q4 2022 and has held it in 9 quarters since.
Tradition Wealth Management's Constellation Energy position peaked at $730K in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.