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Arkadios Wealth Advisors’s Constellation Energy CEG Stock Holding History

Arkadios Wealth Advisors’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 		$1.97M Sell
7,946
-1,148
-13% -$323K 0.03% 538
2026
Q1 		$2.54M Sell
9,094
-2,837
-24% -$862K 0.04% 429
2025
Q4 		$4.21M Buy
11,931
+5,686
+91% +$2.07M 0.08% 259
2025
Q3 		$2.06M Buy
6,245
+2,009
+47% +$648K 0.05% 388
2025
Q2 		$1.37M Buy
4,236
+353
+9% +$93.4K 0.04% 452
2025
Q1 		$783K Sell
3,883
-13,739
-78% -$3.68M 0.03% 541
2024
Q4 		$3.94M Buy
17,622
+15,423
+701% +$3.85M 0.22% 100
2024
Q3 		$572K Buy
2,199
+790
+56% +$157K 0.03% 498
2024
Q2 		$282K Sell
1,409
-95
-6% -$19.4K 0.02% 650
2024
Q1 		$278K Buy
+1,504
New +$214K 0.02% 560

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

Arkadios Wealth Advisors's CEG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Constellation Energy (CEG) stake by 13% in Q2 2026, selling an estimated $323K and leaving 7,946 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #538.

Arkadios Wealth Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.21M in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Arkadios Wealth Advisors held 7,946 shares of Constellation Energy worth $1.97M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,148 Constellation Energy shares in Q2 2026, an estimated $323K.
  • Constellation Energy made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #538 holding.
  • Arkadios Wealth Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Arkadios Wealth Advisors's Constellation Energy position peaked at $4.21M in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.