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TRUE Private Wealth Advisors’s Constellation Energy CEG Stock Holding History

TRUE Private Wealth Advisors’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 		$234K Hold
836
– – 0.02% 244
2025
Q4 		$295K Sell
836
-225
-21% -$81.8K 0.03% 210
2025
Q3 		$349K Hold
1,061
– – 0.04% 188
2025
Q2 		$343K Buy
+1,061
New +$281K 0.04% 190

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

TRUE Private Wealth Advisors's CEG Position: Q1 2026 in Review

TRUE Private Wealth Advisors held its Constellation Energy (CEG) position steady in Q1 2026 at 836 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #244.

TRUE Private Wealth Advisors first reported a position in CEG in Q2 2025 and has held it in 4 quarters since. The position peaked at $349K in Q3 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • TRUE Private Wealth Advisors held 836 shares of Constellation Energy worth $234K as of Q1 2026.
  • TRUE Private Wealth Advisors left its Constellation Energy share count unchanged in Q1 2026.
  • Constellation Energy made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #244 holding.
  • TRUE Private Wealth Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 4 quarters since.
  • TRUE Private Wealth Advisors's Constellation Energy position peaked at $349K in Q3 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.