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Visionary Wealth Advisors’s Constellation Energy CEG Stock Holding History

Visionary 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 		$206K Sell
738
-20
-3% -$6.08K 0.01% 611
2025
Q4 		$268K Buy
758
+27
+4% +$9.81K 0.01% 523
2025
Q3 		$241K Sell
731
-100
-12% -$32.3K 0.01% 538
2025
Q2 		$268K Buy
+831
New +$220K 0.01% 483

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

Visionary Wealth Advisors's CEG Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Constellation Energy (CEG) stake by 2.6% in Q1 2026, selling an estimated $6.08K and leaving 738 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #611.

Visionary Wealth Advisors first reported a position in CEG in Q2 2025 and has held it in 4 quarters since. The position peaked at $268K in Q2 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Visionary Wealth Advisors held 738 shares of Constellation Energy worth $206K as of Q1 2026.
  • Visionary Wealth Advisors sold 20 Constellation Energy shares in Q1 2026, an estimated $6.08K.
  • Constellation Energy made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #611 holding.
  • Visionary Wealth Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 4 quarters since.
  • Visionary Wealth Advisors's Constellation Energy position peaked at $268K in Q2 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

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