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Western Wealth Management’s Constellation Energy CEG Stock Holding History

Western Wealth Management’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 		$382K Buy
1,368
+22
+2% +$6.69K 0.01% 715
2025
Q4 		$476K Buy
1,346
+49
+4% +$17.8K 0.02% 529
2025
Q3 		$427K Buy
1,297
+10
+0.8% +$3.23K 0.02% 482
2025
Q2 		$415K Sell
1,287
-7
-0.5% -$1.85K 0.02% 466
2025
Q1 		$261K Buy
1,294
+156
+14% +$41.8K 0.02% 570
2024
Q4 		$255K Sell
1,138
-2
-0.2% -$499 0.02% 571
2024
Q3 		$297K Buy
1,140
+130
+13% +$25.8K 0.02% 600
2024
Q2 		$202K Buy
+1,010
New +$206K 0.02% 630

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

Western Wealth Management's CEG Position: Q1 2026 in Review

Western Wealth Management increased its Constellation Energy (CEG) stake by 1.6% in Q1 2026, buying an estimated $6.69K and bringing the position to 1,368 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #715.

Western Wealth Management first reported a position in CEG in Q2 2024 and has held it in 8 quarters since. The position peaked at $476K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Western Wealth Management held 1,368 shares of Constellation Energy worth $382K as of Q1 2026.
  • Western Wealth Management bought 22 Constellation Energy shares in Q1 2026, an estimated $6.69K.
  • Constellation Energy made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #715 holding.
  • Western Wealth Management first reported a position in Constellation Energy in Q2 2024 and has held it in 8 quarters since.
  • Western Wealth Management's Constellation Energy position peaked at $476K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.