Zuckerman Investment Group’s Constellation Energy CEG Stock Holding History

Zuckerman Investment Group’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	$1.19M	Hold	4,277	–	–	0.11%	67
2025 Q4	$1.51M	Hold	4,277	–	–	0.13%	63
2025 Q3	$1.41M	Hold	4,277	–	–	0.13%	72
2025 Q2	$1.38M	Sell	4,277 -140	-3%	-$37K	0.13%	70
2025 Q1	$891K	Hold	4,417	–	–	0.1%	82
2024 Q4	$1.35M	Sell	4,417 -10	-0.2%	-$2.49K	0.13%	73
2024 Q3	$1.15M	Buy	4,427 +10	+0.2%	+$1.99K	0.12%	73
2024 Q2	$885K	Hold	4,417	–	–	0.1%	75
2024 Q1	$816K	Sell	4,417 -126	-3%	-$17.9K	0.09%	75
2023 Q4	$531K	Hold	4,543	–	–	0.07%	85
2023 Q3	$496K	Hold	4,543	–	–	0.07%	83
2023 Q2	$416K	Hold	4,543	–	–	0.06%	92
2023 Q1	$357K	Sell	4,543 -202	-4%	-$16.3K	0.05%	90
2022 Q4	$409K	Sell	4,745 -243	-5%	-$21.9K	0.06%	90
2022 Q3	$415K	Buy	+4,988	New	+$368K	0.08%	80

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

Zuckerman Investment Group's CEG Position: Q1 2026 in Review

Zuckerman Investment Group held its Constellation Energy (CEG) position steady in Q1 2026 at 4,277 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #67.

Zuckerman Investment Group first reported a position in CEG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Zuckerman Investment Group held 4,277 shares of Constellation Energy worth $1.19M as of Q1 2026.
Zuckerman Investment Group left its Constellation Energy share count unchanged in Q1 2026.
Constellation Energy made up 0.11% of Zuckerman Investment Group's portfolio in Q1 2026, its #67 holding.
Zuckerman Investment Group first reported a position in Constellation Energy in Q3 2022 and has held it in 15 quarters since.
Zuckerman Investment Group's Constellation Energy position peaked at $1.51M in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.