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Waverly Advisors’s Constellation Energy CEG Stock Holding History

Waverly 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 		$3.51M Buy
12,573
+3,571
+40% +$1.09M 0.03% 503
2025
Q4 		$3.18M Buy
9,002
+811
+10% +$295K 0.03% 477
2025
Q3 		$2.7M Buy
8,191
+558
+7% +$180K 0.03% 448
2025
Q2 		$2.46M Buy
7,633
+755
+11% +$200K 0.03% 455
2025
Q1 		$1.39M Buy
6,878
+2,655
+63% +$712K 0.02% 546
2024
Q4 		$945K Buy
4,223
+1,380
+49% +$344K 0.01% 527
2024
Q3 		$739K Sell
2,843
-65
-2% -$12.9K 0.01% 502
2024
Q2 		$582K Buy
2,908
+270
+10% +$55.1K 0.01% 541
2024
Q1 		$488K Buy
+2,638
New +$375K 0.01% 485

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

Waverly Advisors's CEG Position: Q1 2026 in Review

Waverly Advisors increased its Constellation Energy (CEG) stake by 40% in Q1 2026, buying an estimated $1.09M and bringing the position to 12,573 shares worth $3.51M. The position accounts for 0.03% of the portfolio, ranked #503.

Waverly Advisors first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Waverly Advisors held 12,573 shares of Constellation Energy worth $3.51M as of Q1 2026.
  • Waverly Advisors bought 3,571 Constellation Energy shares in Q1 2026, an estimated $1.09M.
  • Constellation Energy made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #503 holding.
  • Waverly Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

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