Widmann Financial Services’s Constellation Energy CEG Stock Holding History

Widmann Financial Services’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	$327K	Buy	1,171 +495	+73%	+$150K	0.19%	93
2025 Q4	$239K	Sell	676 -258	-28%	-$93.8K	0.15%	103
2025 Q3	$307K	Sell	934 -7	-0.7%	-$2.26K	0.19%	89
2025 Q2	$304K	Buy	+941	New	+$249K	0.21%	88
2025 Q1	–	Sell	-920	Closed	-$206K	–	105
2024 Q4	$206K	Hold	920	–	–	0.16%	94
2024 Q3	$239K	Sell	920 -13	-1%	-$2.58K	0.18%	91
2024 Q2	$187K	Buy	+933	New	+$190K	0.15%	97
2022 Q4	–	Sell	-7,591	Closed	-$632K	–	82
2022 Q3	$632K	Sell	7,591 -4	-0.1%	-$295	0.7%	49
2022 Q2	$434K	Buy	+7,595	New	+$457K	0.45%	56

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

Widmann Financial Services's CEG Position: Q1 2026 in Review

Widmann Financial Services increased its Constellation Energy (CEG) stake by 73% in Q1 2026, buying an estimated $150K and bringing the position to 1,171 shares worth $327K. The position accounts for 0.19% of the portfolio, ranked #93.

Widmann Financial Services first reported a position in CEG in Q2 2022 and has held it in 9 quarters since. The position peaked at $632K in Q3 2022. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Widmann Financial Services held 1,171 shares of Constellation Energy worth $327K as of Q1 2026.
Widmann Financial Services bought 495 Constellation Energy shares in Q1 2026, an estimated $150K.
Constellation Energy made up 0.19% of Widmann Financial Services's portfolio in Q1 2026, its #93 holding.
Widmann Financial Services first reported a position in Constellation Energy in Q2 2022 and has held it in 9 quarters since.
Widmann Financial Services's Constellation Energy position peaked at $632K in Q3 2022.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.