AWM
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AE Wealth Management’s Constellation Energy CEG Stock Holding History

AE 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 		$9.26M Buy
37,269
+1,684
+5% +$474K 0.04% 318
2026
Q1 		$9.94M Buy
35,585
+2,702
+8% +$821K 0.05% 293
2025
Q4 		$11.6M Buy
32,883
+8,436
+35% +$3.07M 0.07% 265
2025
Q3 		$8.05M Buy
24,447
+503
+2% +$162K 0.05% 300
2025
Q2 		$7.73M Buy
23,944
+1,488
+7% +$394K 0.06% 293
2025
Q1 		$4.53M Buy
22,456
+15,354
+216% +$4.12M 0.04% 356
2024
Q4 		$1.59M Buy
7,102
+1,068
+18% +$266K 0.01% 598
2024
Q3 		$1.57M Sell
6,034
-1,537
-20% -$305K 0.01% 606
2024
Q2 		$1.52M Buy
7,571
+873
+13% +$178K 0.02% 593
2024
Q1 		$1.24M Sell
6,698
-10,112
-60% -$1.44M 0.01% 610
2023
Q4 		$2.04M Buy
16,810
+1,747
+12% +$204K 0.01% 897
2023
Q3 		$1.64M Buy
15,063
+1,065
+8% +$110K 0.01% 921
2023
Q2 		$1.28M Sell
13,998
-11,903
-46% -$987K 0.01% 997
2023
Q1 		$2.03M Buy
25,901
+321
+1% +$26K 0.01% 792
2022
Q4 		$2.21M Buy
25,580
+13,961
+120% +$1.26M 0.02% 707
2022
Q3 		$967K Buy
11,619
+251
+2% +$18.5K 0.01% 951
2022
Q2 		$651K Buy
+11,368
New +$684K 0.01% 1068

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

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

AE Wealth Management increased its Constellation Energy (CEG) stake by 4.7% in Q2 2026, buying an estimated $474K and bringing the position to 37,269 shares worth $9.26M. The position accounts for 0.04% of the portfolio, ranked #318.

AE Wealth Management first reported a position in CEG in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.6M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • AE Wealth Management held 37,269 shares of Constellation Energy worth $9.26M as of Q2 2026.
  • AE Wealth Management bought 1,684 Constellation Energy shares in Q2 2026, an estimated $474K.
  • Constellation Energy made up 0.04% of AE Wealth Management's portfolio in Q2 2026, its #318 holding.
  • AE Wealth Management first reported a position in Constellation Energy in Q2 2022 and has held it in 17 quarters since.
  • AE Wealth Management's Constellation Energy position peaked at $11.6M in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.