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AA Financial Advisors’s Constellation Energy CEG Stock Holding History

AA Financial 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 		$771K Buy
3,105
+63
+2% +$17.7K 0.09% 126
2026
Q1 		$849K Buy
3,042
+70
+2% +$21.3K 0.12% 120
2025
Q4 		$1.05M Buy
2,972
+131
+5% +$47.6K 0.19% 85
2025
Q3 		$935K Sell
2,841
-172
-6% -$55.5K 0.18% 83
2025
Q2 		$972K Buy
3,013
+166
+6% +$43.9K 0.21% 73
2025
Q1 		$574K Sell
2,847
-260
-8% -$69.7K 0.14% 93
2024
Q4 		$695K Hold
3,107
– – 0.19% 81
2024
Q3 		$808K Buy
3,107
+582
+23% +$116K 0.23% 75
2024
Q2 		$506K Sell
2,525
-340
-12% -$69.4K 0.18% 98
2024
Q1 		$530K Buy
+2,865
New +$407K 0.21% 91

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AA Financial Advisors's CEG Position: Q2 2026 in Review

AA Financial Advisors increased its Constellation Energy (CEG) stake by 2.1% in Q2 2026, buying an estimated $17.7K and bringing the position to 3,105 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #126.

AA Financial Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • AA Financial Advisors held 3,105 shares of Constellation Energy worth $771K as of Q2 2026.
  • AA Financial Advisors bought 63 Constellation Energy shares in Q2 2026, an estimated $17.7K.
  • Constellation Energy made up 0.09% of AA Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • AA Financial Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's Constellation Energy position peaked at $1.05M in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.