SEC 13F Intelligence

American Trust Investment Advisors, LLC / CEG

American Trust Investment Advisors, LLC’s Constellation Energy Corp Position

Does American Trust Investment Advisors, LLC own Constellation Energy Corp (CEG)? Yes18.5K shares worth $5M (+2.85% of its 13F portfolio) as of Q1 2026, down from 20.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.5K
% of Portfolio
+2.85%
Quarters Held
17
currently held

Position History CEG

Reported value by quarter
Q1 ’22: $7MQ1 ’22Q2 ’22: $7MQ3 ’22: $9MQ4 ’22: $9MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ3 ’23: $11MQ3 ’23Q4 ’23: $6MQ1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $10MQ4 ’24: $8MQ1 ’25: $7MQ1 ’25Q2 ’25: $8MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.5K$5M+2.85%
Q4 202520.2K$7M+3.82%
Q3 202521.2K$7M+3.61%
Q2 202525.2K$8M+4.10%
Q1 202534.7K$7M+2.92%
Q4 202436.3K$8M+3.33%
Q3 202439.1K$10M+4.16%
Q2 202441.2K$8M+4.01%
Q1 202445.1K$8M+3.97%
Q4 202349.5K$6M+3.01%
Q3 2023100.7K$11M+6.06%
Q2 202399.4K$9M+5.10%
Q1 202399.8K$8M+4.71%
Q4 2022100.6K$9M+5.50%
Q3 2022111.7K$9M+5.97%
Q2 2022117.4K$7M+4.21%
Q1 2022117.4K$7M+3.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of CEG.