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Aries Wealth Management’s Constellation Energy CEG Stock Holding History

Aries 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 		$347K Hold
1,399
– – 0.07% 189
2026
Q1 		$391K Sell
1,399
-39
-3% -$11.9K 0.09% 169
2025
Q4 		$508K Buy
1,438
+39
+3% +$14.2K 0.11% 144
2025
Q3 		$460K Hold
1,399
– – 0.11% 149
2025
Q2 		$452K Sell
1,399
-22
-2% -$5.82K 0.12% 147
2025
Q1 		$287K Buy
1,421
+100
+8% +$26.8K 0.08% 188
2024
Q4 		$296K Sell
1,321
-21
-2% -$5.24K 0.08% 180
2024
Q3 		$349K Hold
1,342
– – 0.1% 171
2024
Q2 		$269K Sell
1,342
-43
-3% -$8.77K 0.08% 169
2024
Q1 		$256K Buy
+1,385
New +$197K 0.08% 180

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

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

Aries Wealth Management held its Constellation Energy (CEG) position steady in Q2 2026 at 1,399 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #189.

Aries Wealth Management first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $508K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Aries Wealth Management held 1,399 shares of Constellation Energy worth $347K as of Q2 2026.
  • Aries Wealth Management left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.07% of Aries Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Aries Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Aries Wealth Management's Constellation Energy position peaked at $508K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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