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Advisornet Financial’s Constellation Energy CEG Stock Holding History

Advisornet Financial’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 		$2.7M Buy
10,870
+759
+8% +$214K 0.12% 151
2026
Q1 		$2.82M Buy
10,111
+1,084
+12% +$329K 0.15% 133
2025
Q4 		$3.19M Buy
9,027
+2,056
+29% +$747K 0.17% 113
2025
Q3 		$2.29M Buy
6,971
+2,312
+50% +$746K 0.13% 143
2025
Q2 		$1.5M Buy
4,659
+1,132
+32% +$300K 0.1% 195
2025
Q1 		$711K Buy
3,527
+506
+17% +$136K 0.05% 276
2024
Q4 		$676K Buy
3,021
+50
+2% +$12.5K 0.06% 254
2024
Q3 		$772K Buy
2,971
+319
+12% +$63.4K 0.06% 256
2024
Q2 		$531K Buy
2,652
+61
+2% +$12.4K 0.05% 294
2024
Q1 		$479K Sell
2,591
-71
-3% -$10.1K 0.05% 312
2023
Q4 		$311K Buy
2,662
+5
+0.2% +$584 0.03% 399
2023
Q3 		$290K Sell
2,657
-893
-25% -$92K 0.03% 388
2023
Q2 		$325K Sell
3,550
-24
-0.7% -$1.99K 0.03% 383
2023
Q1 		$281K Sell
3,574
-212
-6% -$17.1K 0.03% 404
2022
Q4 		$326K Sell
3,786
-1,832
-33% -$165K 0.03% 372
2022
Q3 		$467K Sell
5,618
-4
-0.1% -$295 0.05% 335
2022
Q2 		$322K Buy
+5,622
New +$338K 0.03% 400

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

Advisornet Financial's CEG Position: Q2 2026 in Review

Advisornet Financial increased its Constellation Energy (CEG) stake by 7.5% in Q2 2026, buying an estimated $214K and bringing the position to 10,870 shares worth $2.7M. The position accounts for 0.12% of the portfolio, ranked #151.

Advisornet Financial first reported a position in CEG in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.19M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Advisornet Financial held 10,870 shares of Constellation Energy worth $2.7M as of Q2 2026.
  • Advisornet Financial bought 759 Constellation Energy shares in Q2 2026, an estimated $214K.
  • Constellation Energy made up 0.12% of Advisornet Financial's portfolio in Q2 2026, its #151 holding.
  • Advisornet Financial first reported a position in Constellation Energy in Q2 2022 and has held it in 17 quarters since.
  • Advisornet Financial's Constellation Energy position peaked at $3.19M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.