TWP
CEG icon

Triad Wealth Partners’s Constellation Energy CEG Stock Holding History

Triad Wealth Partners’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 		$202K Sell
722
-21
-3% -$6.38K 0.02% 473
2025
Q4 		$262K Buy
+743
New +$270K 0.02% 414
2024
Q3 		– Sell
-17
Closed -$3.4K – 193
2024
Q2 		$3.4K Buy
+17
New +$3.47K ﹤0.01% 652

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

Triad Wealth Partners's CEG Position: Q1 2026 in Review

Triad Wealth Partners reduced its Constellation Energy (CEG) stake by 2.8% in Q1 2026, selling an estimated $6.38K and leaving 722 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #473.

Triad Wealth Partners first reported a position in CEG in Q2 2024 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Triad Wealth Partners held 722 shares of Constellation Energy worth $202K as of Q1 2026.
  • Triad Wealth Partners sold 21 Constellation Energy shares in Q1 2026, an estimated $6.38K.
  • Constellation Energy made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #473 holding.
  • Triad Wealth Partners first reported a position in Constellation Energy in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's Constellation Energy position peaked at $262K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.