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Wealthspire Advisors (New York)’s Constellation Energy CEG Stock Holding History

Wealthspire Advisors (New York)’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 		$3.6M Sell
12,908
-3,987
-24% -$1.21M 0.03% 199
2025
Q4 		$5.97M Buy
16,895
+3,379
+25% +$1.23M 0.05% 146
2025
Q3 		$4.45M Buy
13,516
+497
+4% +$160K 0.02% 176
2025
Q2 		$4.2M Sell
13,019
-191
-1% -$50.5K 0.02% 175
2025
Q1 		$2.66M Buy
13,210
+279
+2% +$74.8K 0.02% 230
2024
Q4 		$2.89M Sell
12,931
-219
-2% -$54.6K 0.03% 197
2024
Q3 		$3.42M Buy
13,150
+946
+8% +$188K 0.03% 175
2024
Q2 		$2.44M Buy
12,204
+1,738
+17% +$355K 0.03% 183
2024
Q1 		$1.93M Buy
10,466
+408
+4% +$57.9K 0.03% 201
2023
Q4 		$1.18M Buy
10,058
+167
+2% +$19.5K 0.02% 283
2023
Q3 		$1.08M Buy
9,891
+361
+4% +$37.2K 0.02% 266
2023
Q2 		$873K Sell
9,530
-34
-0.4% -$2.82K 0.01% 271
2023
Q1 		$751K Sell
9,564
-1,534
-14% -$124K 0.01% 297
2022
Q4 		$957K Sell
11,098
-2,688
-19% -$242K 0.02% 270
2022
Q3 		$1.15M Buy
13,786
+9,752
+242% +$719K 0.02% 203
2022
Q2 		$231K Buy
+4,034
New +$243K ﹤0.01% 452

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

Wealthspire Advisors (New York)'s CEG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Constellation Energy (CEG) stake by 24% in Q1 2026, selling an estimated $1.21M and leaving 12,908 shares worth $3.6M. The position accounts for 0.03% of the portfolio, ranked #199.

Wealthspire Advisors (New York) first reported a position in CEG in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.97M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,908 shares of Constellation Energy worth $3.6M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 3,987 Constellation Energy shares in Q1 2026, an estimated $1.21M.
  • Constellation Energy made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #199 holding.
  • Wealthspire Advisors (New York) first reported a position in Constellation Energy in Q2 2022 and has held it in 16 quarters since.
  • Wealthspire Advisors (New York)'s Constellation Energy position peaked at $5.97M in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.