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Accel Wealth Management’s Constellation Energy CEG Stock Holding History

Accel 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 		$579K Buy
2,332
+223
+11% +$62.8K 0.13% 145
2026
Q1 		$589K Buy
2,109
+138
+7% +$41.9K 0.15% 137
2025
Q4 		$696K Buy
1,971
+30
+2% +$10.9K 0.19% 120
2025
Q3 		$639K Sell
1,941
-871
-31% -$281K 0.19% 121
2025
Q2 		$907K Buy
2,812
+38
+1% +$10.1K 0.3% 78
2025
Q1 		$559K Buy
2,774
+134
+5% +$35.9K 0.2% 115
2024
Q4 		$591K Buy
2,640
+890
+51% +$222K 0.22% 115
2024
Q3 		$455K Buy
1,750
+502
+40% +$99.7K 0.17% 138
2024
Q2 		$250K Buy
1,248
+76
+6% +$15.5K 0.1% 190
2024
Q1 		$217K Buy
+1,172
New +$166K 0.09% 203
2023
Q2 		– Sell
-1,146
Closed -$89.9K – 274
2023
Q1 		$89.9K Sell
1,146
-5
-0.4% -$404 0.04% 355
2022
Q4 		$99.3K Sell
1,151
-7
-0.6% -$630 0.05% 240
2022
Q3 		$103K Sell
1,158
-7
-0.6% -$516 0.06% 242
2022
Q2 		$65K Sell
1,165
-484
-29% -$29.1K 0.04% 304
2022
Q1 		$96K Buy
+1,649
New +$80.4K 0.05% 258

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

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

Accel Wealth Management increased its Constellation Energy (CEG) stake by 11% in Q2 2026, buying an estimated $62.8K and bringing the position to 2,332 shares worth $579K. The position accounts for 0.13% of the portfolio, ranked #145.

Accel Wealth Management first reported a position in CEG in Q1 2022 and has held it in 15 quarters since. The position peaked at $907K in Q2 2025. 1,855 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Accel Wealth Management held 2,332 shares of Constellation Energy worth $579K as of Q2 2026.
  • Accel Wealth Management bought 223 Constellation Energy shares in Q2 2026, an estimated $62.8K.
  • Constellation Energy made up 0.13% of Accel Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Accel Wealth Management first reported a position in Constellation Energy in Q1 2022 and has held it in 15 quarters since.
  • Accel Wealth Management's Constellation Energy position peaked at $907K in Q2 2025.
  • 1,855 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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