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Advisor OS’s Constellation Energy CEG Stock Holding History

Advisor OS’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 		$733K Sell
2,950
-604
-17% -$170K 0.05% 244
2026
Q1 		$993K Buy
3,554
+1,834
+107% +$557K 0.07% 184
2025
Q4 		$608K Buy
1,720
+43
+3% +$15.6K 0.05% 255
2025
Q3 		$552K Buy
1,677
+616
+58% +$199K 0.05% 246
2025
Q2 		$342K Buy
+1,061
New +$281K 0.03% 327

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

Advisor OS's CEG Position: Q2 2026 in Review

Advisor OS reduced its Constellation Energy (CEG) stake by 17% in Q2 2026, selling an estimated $170K and leaving 2,950 shares worth $733K. The position accounts for 0.05% of the portfolio, ranked #244.

Advisor OS first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $993K in Q1 2026. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Advisor OS held 2,950 shares of Constellation Energy worth $733K as of Q2 2026.
  • Advisor OS sold 604 Constellation Energy shares in Q2 2026, an estimated $170K.
  • Constellation Energy made up 0.05% of Advisor OS's portfolio in Q2 2026, its #244 holding.
  • Advisor OS first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Advisor OS's Constellation Energy position peaked at $993K in Q1 2026.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.