Wealth Dimensions Group’s Constellation Energy CEG Stock Holding History

Wealth Dimensions Group’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	$419K	Sell	1,499 -55	-4%	-$16.7K	0.08%	117
2025 Q4	$549K	Sell	1,554 -5	-0.3%	-$1.82K	0.11%	98
2025 Q3	$513K	Buy	1,559 +20	+1%	+$6.46K	0.11%	103
2025 Q2	$497K	Hold	1,539	–	–	0.11%	102
2025 Q1	$310K	Sell	1,539 -121	-7%	-$32.4K	0.07%	126
2024 Q4	$371K	Sell	1,660 -97	-6%	-$24.2K	0.09%	104
2024 Q3	$457K	Buy	1,757 +1	+0.1%	+$199	0.12%	92
2024 Q2	$352K	Sell	1,756 -49	-3%	-$10K	0.1%	102
2024 Q1	$334K	Hold	1,805	–	–	0.1%	105
2023 Q4	$211K	Buy	+1,805	New	+$211K	0.07%	130

Other funds holding CEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wealth Dimensions Group's CEG Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Constellation Energy (CEG) stake by 3.5% in Q1 2026, selling an estimated $16.7K and leaving 1,499 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #117.

Wealth Dimensions Group first reported a position in CEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $549K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Wealth Dimensions Group held 1,499 shares of Constellation Energy worth $419K as of Q1 2026.
Wealth Dimensions Group sold 55 Constellation Energy shares in Q1 2026, an estimated $16.7K.
Constellation Energy made up 0.08% of Wealth Dimensions Group's portfolio in Q1 2026, its #117 holding.
Wealth Dimensions Group first reported a position in Constellation Energy in Q4 2023 and has held it in 10 quarters since.
Wealth Dimensions Group's Constellation Energy position peaked at $549K in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

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