USWIA
CEG icon

UP Strategic Wealth Investment Advisors’s Constellation Energy CEG Stock Holding History

UP Strategic Wealth Investment 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 		$200K Buy
+643
New +$195K 0.13% 96
2025
Q4 		– Sell
-684
Closed -$276K – 89
2025
Q3 		$276K Hold
684
– – 0.21% 69
2025
Q2 		$221K Buy
+684
New +$181K 0.17% 84

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

UP Strategic Wealth Investment Advisors's CEG Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors opened a new position in Constellation Energy (CEG) in Q1 2026: 643 shares worth $200K. The stake represents 0.13% of the portfolio and ranks #96 among its holdings. This is a return to the name: UP Strategic Wealth Investment Advisors previously reported a position in CEG as recently as Q3 2025.

UP Strategic Wealth Investment Advisors first reported a position in CEG in Q2 2025 and has held it in 3 quarters since. The position peaked at $276K in Q3 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 643 shares of Constellation Energy worth $200K as of Q1 2026.
  • Constellation Energy was a new UP Strategic Wealth Investment Advisors position in Q1 2026.
  • Constellation Energy made up 0.13% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #96 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 3 quarters since.
  • UP Strategic Wealth Investment Advisors's Constellation Energy position peaked at $276K in Q3 2025.
  • 1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.