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Wealth Effects’s Constellation Energy CEG Stock Holding History

Wealth Effects’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 		$584K Buy
2,092
+25
+1% +$7.6K 0.21% 96
2025
Q4 		$730K Hold
2,067
– – 0.23% 79
2025
Q3 		$680K Hold
2,067
– – 0.22% 84
2025
Q2 		$667K Buy
2,067
+1
+0% +$265 0.25% 79
2025
Q1 		$417K Buy
2,066
+150
+8% +$40.2K 0.18% 109
2024
Q4 		$429K Buy
1,916
+285
+17% +$71.1K 0.15% 120
2024
Q3 		$424K Buy
+1,631
New +$324K 0.15% 123

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

Wealth Effects's CEG Position: Q1 2026 in Review

Wealth Effects increased its Constellation Energy (CEG) stake by 1.2% in Q1 2026, buying an estimated $7.6K and bringing the position to 2,092 shares worth $584K. The position accounts for 0.21% of the portfolio, ranked #96.

Wealth Effects first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $730K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Wealth Effects held 2,092 shares of Constellation Energy worth $584K as of Q1 2026.
  • Wealth Effects bought 25 Constellation Energy shares in Q1 2026, an estimated $7.6K.
  • Constellation Energy made up 0.21% of Wealth Effects's portfolio in Q1 2026, its #96 holding.
  • Wealth Effects first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • Wealth Effects's Constellation Energy position peaked at $730K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.