Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Constellation Energy Corp. (CEG)
← All CEG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $243.30–378.50 · VW $299.28i SEC
2025   Q4 2,812 <0.01 Reduce 33.03% <0.01 $326.83–412.70 · VW $364.52i $993,395 SEC
2025   Q3 4,199 <0.01 Add 4.71% <0.01 $293.15–376.78 · VW $326.70i $1,381,765 SEC
2025   Q2 4,010 <0.01 Buy <0.01 $161.35–342.00 · VW $268.24i $1,294,268 SEC
Price snapshot:
Current price$257.57
52-week low$228.63
52-week high$411.04