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Aaron Wealth Advisors’s Constellation Energy CEG Stock Holding History

Aaron Wealth 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 		$624K Buy
2,514
+56
+2% +$15.8K 0.03% 360
2026
Q1 		$686K Sell
2,458
-1,231
-33% -$374K 0.04% 311
2025
Q4 		$1.3M Buy
3,689
+1,217
+49% +$442K 0.07% 197
2025
Q3 		$813K Buy
2,472
+412
+20% +$133K 0.05% 286
2025
Q2 		$665K Buy
2,060
+148
+8% +$39.2K 0.07% 185
2025
Q1 		$386K Buy
1,912
+192
+11% +$51.5K 0.04% 272
2024
Q4 		$385K Buy
1,720
+2
+0.1% +$499 0.04% 262
2024
Q3 		$447K Buy
1,718
+163
+10% +$32.4K 0.05% 212
2024
Q2 		$311K Buy
1,555
+269
+21% +$54.9K 0.04% 234
2024
Q1 		$238K Buy
+1,286
New +$183K 0.03% 261

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

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

Aaron Wealth Advisors increased its Constellation Energy (CEG) stake by 2.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,514 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #360.

Aaron Wealth Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Aaron Wealth Advisors held 2,514 shares of Constellation Energy worth $624K as of Q2 2026.
  • Aaron Wealth Advisors bought 56 Constellation Energy shares in Q2 2026, an estimated $15.8K.
  • Constellation Energy made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #360 holding.
  • Aaron Wealth Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Aaron Wealth Advisors's Constellation Energy position peaked at $1.3M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.