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Accurate Wealth Management’s Constellation Energy CEG Stock Holding History

Accurate 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 		$481K Buy
1,914
+233
+14% +$65.6K 0.05% 358
2026
Q1 		$482K Sell
1,681
-152
-8% -$46.2K 0.06% 327
2025
Q4 		$628K Buy
1,833
+308
+20% +$112K 0.08% 255
2025
Q3 		$594K Buy
1,525
+119
+8% +$38.4K 0.08% 260
2025
Q2 		$441K Buy
1,406
+216
+18% +$57.2K 0.07% 278
2025
Q1 		$248K Buy
1,190
+7
+0.6% +$1.88K 0.05% 332
2024
Q4 		$361K Hold
1,183
– – 0.07% 256
2024
Q3 		$315K Sell
1,183
-21
-2% -$4.17K 0.06% 280
2024
Q2 		$256K Buy
1,204
+15
+1% +$3.06K 0.06% 262
2024
Q1 		$215K Buy
+1,189
New +$169K 0.06% 277
2023
Q1 		– Sell
-1,199
Closed -$99.6K – 435
2022
Q4 		$99.6K Buy
+1,199
New +$108K 0.04% 313

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Accurate Wealth Management increased its Constellation Energy (CEG) stake by 14% in Q2 2026, buying an estimated $65.6K and bringing the position to 1,914 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #358.

Accurate Wealth Management first reported a position in CEG in Q4 2022 and has held it in 11 quarters since. The position peaked at $628K in Q4 2025. 642 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Accurate Wealth Management held 1,914 shares of Constellation Energy worth $481K as of Q2 2026.
  • Accurate Wealth Management bought 233 Constellation Energy shares in Q2 2026, an estimated $65.6K.
  • Constellation Energy made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Accurate Wealth Management first reported a position in Constellation Energy in Q4 2022 and has held it in 11 quarters since.
  • Accurate Wealth Management's Constellation Energy position peaked at $628K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.