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Abound Wealth Management’s Constellation Energy CEG Stock Holding History

Abound Wealth Management’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 		$18.7K Buy
75
+17
+29% +$4.79K ﹤0.01% 375
2026
Q1 		$16.3K Buy
58
+8
+16% +$2.43K ﹤0.01% 437
2025
Q4 		$17.8K Buy
50
+1
+2% +$363 ﹤0.01% 389
2025
Q3 		$16.2K Sell
49
-3
-6% -$968 ﹤0.01% 403
2025
Q2 		$16.8K Buy
52
+4
+8% +$1.06K ﹤0.01% 358
2025
Q1 		$9.68K Sell
48
-12
-20% -$3.22K ﹤0.01% 408
2024
Q4 		$13.5K Hold
60
– – ﹤0.01% 345
2024
Q3 		$15.6K Sell
60
-242
-80% -$48.1K 0.01% 338
2024
Q2 		$60.5K Buy
302
+245
+430% +$50K 0.02% 128
2024
Q1 		$10.6K Buy
57
+5
+10% +$710 ﹤0.01% 363
2023
Q4 		$6.03K Buy
52
+5
+11% +$584 ﹤0.01% 463
2023
Q3 		$5.13K Buy
47
+5
+12% +$515 ﹤0.01% 456
2023
Q2 		$3.85K Buy
42
+6
+17% +$497 ﹤0.01% 545
2023
Q1 		$2.83K Buy
36
+14
+64% +$1.13K ﹤0.01% 532
2022
Q4 		$1.9K Sell
22
-15
-41% -$1.35K ﹤0.01% 544
2022
Q3 		$3.08K Buy
+37
New +$2.73K ﹤0.01% 424

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

Abound Wealth Management's CEG Position: Q2 2026 in Review

Abound Wealth Management increased its Constellation Energy (CEG) stake by 29% in Q2 2026, buying an estimated $4.79K and bringing the position to 75 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Abound Wealth Management first reported a position in CEG in Q3 2022 and has held it in 16 quarters since. The position peaked at $60.5K in Q2 2024. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Abound Wealth Management held 75 shares of Constellation Energy worth $18.7K as of Q2 2026.
  • Abound Wealth Management bought 17 Constellation Energy shares in Q2 2026, an estimated $4.79K.
  • Constellation Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Abound Wealth Management first reported a position in Constellation Energy in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Constellation Energy position peaked at $60.5K in Q2 2024.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.