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Apella Capital’s Constellation Energy CEG Stock Holding History

Apella Capital’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 		$432K Buy
1,801
+52
+3% +$14.6K 0.01% 496
2026
Q1 		$518K Buy
1,749
+211
+14% +$64.1K 0.01% 461
2025
Q4 		$543K Buy
1,538
+110
+8% +$40K 0.01% 348
2025
Q3 		$566K Buy
1,428
+91
+7% +$29.4K 0.01% 308
2025
Q2 		$426K Buy
1,337
+15
+1% +$3.97K 0.01% 313
2025
Q1 		$285K Buy
+1,322
New +$354K 0.01% 315
2024
Q4 		– Sell
-814
Closed -$216K – 345
2024
Q3 		$216K Buy
+814
New +$162K 0.01% 309

Other funds holding CEG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Apella Capital's CEG Position: Q2 2026 in Review

Apella Capital increased its Constellation Energy (CEG) stake by 3% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,801 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #496.

Apella Capital first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $566K in Q3 2025. 961 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Apella Capital held 1,801 shares of Constellation Energy worth $432K as of Q2 2026.
  • Apella Capital bought 52 Constellation Energy shares in Q2 2026, an estimated $14.6K.
  • Constellation Energy made up 0.01% of Apella Capital's portfolio in Q2 2026, its #496 holding.
  • Apella Capital first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • Apella Capital's Constellation Energy position peaked at $566K in Q3 2025.
  • 961 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.