WWA
CEG icon

WCG Wealth Advisors’s Constellation Energy CEG Stock Holding History

WCG 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 		$3.44M Buy
12,329
+1,491
+14% +$453K 0.1% 196
2025
Q4 		$3.83M Buy
+10,838
New +$3.94M 0.11% 181

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

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

WCG Wealth Advisors increased its Constellation Energy (CEG) stake by 14% in Q1 2026, buying an estimated $453K and bringing the position to 12,329 shares worth $3.44M. The position accounts for 0.1% of the portfolio, ranked #196.

WCG Wealth Advisors first reported a position in CEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.83M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • WCG Wealth Advisors held 12,329 shares of Constellation Energy worth $3.44M as of Q1 2026.
  • WCG Wealth Advisors bought 1,491 Constellation Energy shares in Q1 2026, an estimated $453K.
  • Constellation Energy made up 0.1% of WCG Wealth Advisors's portfolio in Q1 2026, its #196 holding.
  • WCG Wealth Advisors first reported a position in Constellation Energy in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Constellation Energy position peaked at $3.83M in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

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