4Wealth Advisors’s Constellation Energy CEG Stock Holding History

4Wealth Advisors’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 Q2	$251K	Hold	966	–	–	0.19%	130
2026 Q1	$288K	Hold	966	–	–	0.25%	113
2025 Q4	$341K	Hold	966	–	–	0.29%	111
2025 Q3	$318K	Hold	966	–	–	0.28%	108
2025 Q2	$312K	Buy	+966	New	+$256K	0.32%	99
2025 Q1	–	Sell	-1,619	Closed	-$362K	–	129
2024 Q4	$362K	Buy	+1,619	New	+$404K	0.36%	93

Other funds holding CEG

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

4Wealth Advisors's CEG Position: Q2 2026 in Review

4Wealth Advisors held its Constellation Energy (CEG) position steady in Q2 2026 at 966 shares worth $251K. The position accounts for 0.19% of the portfolio, ranked #130.

4Wealth Advisors first reported a position in CEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q4 2024. 807 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

4Wealth Advisors held 966 shares of Constellation Energy worth $251K as of Q2 2026.
4Wealth Advisors left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up 0.19% of 4Wealth Advisors's portfolio in Q2 2026, its #130 holding.
4Wealth Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 6 quarters since.
4Wealth Advisors's Constellation Energy position peaked at $362K in Q4 2024.
807 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.