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Wealth Management Associates’s Constellation Energy CEG Stock Holding History

Wealth Management Associates’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 		$507K Sell
1,817
-56
-3% -$17K 0.18% 115
2025
Q4 		$662K Sell
1,873
-4
-0.2% -$1.45K 0.23% 82
2025
Q3 		$618K Sell
1,877
-243
-11% -$78.4K 0.22% 85
2025
Q2 		$684K Buy
2,120
+100
+5% +$26.5K 0.27% 74
2025
Q1 		$407K Buy
2,020
+176
+10% +$47.2K 0.17% 114
2024
Q4 		$413K Hold
1,844
– – 0.18% 110
2024
Q3 		$479K Hold
1,844
– – 0.21% 96
2024
Q2 		$369K Hold
1,844
– – 0.17% 121
2024
Q1 		$369K Hold
1,844
– – 0.17% 121
2023
Q4 		$216K Sell
1,844
-210
-10% -$24.5K 0.11% 181
2023
Q3 		$224K Sell
2,054
-234
-10% -$24.1K 0.13% 164
2023
Q2 		$209K Buy
+2,288
New +$190K 0.12% 176

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 Management Associates's CEG Position: Q1 2026 in Review

Wealth Management Associates reduced its Constellation Energy (CEG) stake by 3% in Q1 2026, selling an estimated $17K and leaving 1,817 shares worth $507K. The position accounts for 0.18% of the portfolio, ranked #115.

Wealth Management Associates first reported a position in CEG in Q2 2023 and has held it in 12 quarters since. The position peaked at $684K in Q2 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Wealth Management Associates held 1,817 shares of Constellation Energy worth $507K as of Q1 2026.
  • Wealth Management Associates sold 56 Constellation Energy shares in Q1 2026, an estimated $17K.
  • Constellation Energy made up 0.18% of Wealth Management Associates's portfolio in Q1 2026, its #115 holding.
  • Wealth Management Associates first reported a position in Constellation Energy in Q2 2023 and has held it in 12 quarters since.
  • Wealth Management Associates's Constellation Energy position peaked at $684K in Q2 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.