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Alvarez & Marsal Private Wealth Partners’s Constellation Energy CEG Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$251K Sell
1,009
-1,210
-55% -$341K 0.03% 87
2026
Q1 		$620K Buy
2,219
+526
+31% +$160K 0.09% 54
2025
Q4 		$598K Buy
+1,693
New +$615K 0.11% 41

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

Alvarez & Marsal Private Wealth Partners's CEG Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Constellation Energy (CEG) stake by 55% in Q2 2026, selling an estimated $341K and leaving 1,009 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #87.

Alvarez & Marsal Private Wealth Partners first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $620K in Q1 2026. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,009 shares of Constellation Energy worth $251K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 1,210 Constellation Energy shares in Q2 2026, an estimated $341K.
  • Constellation Energy made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Constellation Energy position peaked at $620K in Q1 2026.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.