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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
2025
Q4 		– Sell
-100
Closed -$32.9K – 2258
2025
Q3 		$32.9K Buy
+100
New +$32.3K ﹤0.01% 1155

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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. 1,108 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.
  • 1,108 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.