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Alliance Wealth Advisors (Pennsylvania)’s Constellation Energy CEG Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$360K Hold
1,450
– – 0.12% 121
2026
Q1 		$405K Hold
1,450
– – 0.18% 101
2025
Q4 		$512K Hold
1,450
– – 0.22% 75
2025
Q3 		$477K Hold
1,450
– – 0.21% 80
2025
Q2 		$468K Hold
1,450
– – 0.24% 75
2025
Q1 		$292K Sell
1,450
-50
-3% -$13.4K 0.17% 111
2024
Q4 		$336K Hold
1,500
– – 0.19% 98
2024
Q3 		$390K Sell
1,500
-50
-3% -$9.94K 0.22% 85
2024
Q2 		$310K Hold
1,550
– – 0.2% 97
2024
Q1 		$287K Buy
+1,550
New +$220K 0.18% 112

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

Alliance Wealth Advisors (Pennsylvania)'s CEG Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Constellation Energy (CEG) position steady in Q2 2026 at 1,450 shares worth $360K. The position accounts for 0.12% of the portfolio, ranked #121.

Alliance Wealth Advisors (Pennsylvania) first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $512K in Q4 2025. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,450 shares of Constellation Energy worth $360K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.12% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #121 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Constellation Energy position peaked at $512K in Q4 2025.
  • 1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.