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Aprio Wealth Management’s Constellation Energy CEG Stock Holding History

Aprio 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 		$206K Buy
+831
New +$234K 0.01% 618
2026
Q1 		– Sell
-641
Closed -$227K – 618
2025
Q4 		$227K Buy
+641
New +$233K 0.01% 498

Other funds holding CEG

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Aprio Wealth Management opened a new position in Constellation Energy (CEG) in Q2 2026: 831 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Aprio Wealth Management previously reported a position in CEG as recently as Q4 2025.

Aprio Wealth Management first reported a position in CEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $227K in Q4 2025. 807 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Aprio Wealth Management held 831 shares of Constellation Energy worth $206K as of Q2 2026.
  • Constellation Energy was a new Aprio Wealth Management position in Q2 2026.
  • Constellation Energy made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Aprio Wealth Management first reported a position in Constellation Energy in Q4 2025 and has held it in 2 quarters since.
  • Aprio Wealth Management's Constellation Energy position peaked at $227K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.