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AssuredPartners Investment Advisors’s Constellation Energy CEG Stock Holding History

AssuredPartners Investment 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 		$1.35M Buy
5,442
+1,345
+33% +$379K 0.13% 162
2026
Q1 		$1.13M Buy
+4,097
New +$1.25M 0.12% 178

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's CEG Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Constellation Energy (CEG) stake by 33% in Q2 2026, buying an estimated $379K and bringing the position to 5,442 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #162.

AssuredPartners Investment Advisors first reported a position in CEG in Q1 2026 and has held it in 2 quarters since. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • AssuredPartners Investment Advisors held 5,442 shares of Constellation Energy worth $1.35M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 1,345 Constellation Energy shares in Q2 2026, an estimated $379K.
  • Constellation Energy made up 0.13% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • AssuredPartners Investment Advisors first reported a position in Constellation Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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