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Atlas Capital Advisors’s Constellation Energy CEG Stock Holding History

Atlas Capital 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 		$315K Buy
1,270
+551
+77% +$155K 0.03% 369
2026
Q1 		$201K Buy
719
+607
+542% +$184K 0.02% 414
2025
Q4 		$39.6K Buy
+112
New +$40.7K ﹤0.01% 650
2025
Q2 		$36.1K Hold
112
– – ﹤0.01% 655
2025
Q1 		$22.6K Sell
112
-1,932
-95% -$518K ﹤0.01% 725
2024
Q4 		$457K Sell
2,044
-61
-3% -$15.2K 0.06% 256
2024
Q3 		$547K Hold
2,105
– – 0.08% 201
2024
Q2 		$422K Sell
2,105
-65
-3% -$13.3K 0.05% 255
2024
Q1 		$401K Hold
2,170
– – 0.06% 253
2023
Q4 		$254K Hold
2,170
– – 0.04% 325
2023
Q3 		$237K Sell
2,170
-138
-6% -$14.2K 0.04% 325
2023
Q2 		$211K Hold
2,308
– – 0.03% 355
2023
Q1 		$181K Sell
2,308
-192
-8% -$15.5K 0.03% 374
2022
Q4 		$216K Sell
2,500
-195
-7% -$17.5K 0.04% 328
2022
Q3 		$224K Hold
2,695
– – 0.04% 327
2022
Q2 		$154K Buy
2,695
+293
+12% +$17.6K 0.03% 394
2022
Q1 		$135K Buy
+2,402
New +$117K 0.02% 426

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

Atlas Capital Advisors's CEG Position: Q2 2026 in Review

Atlas Capital Advisors increased its Constellation Energy (CEG) stake by 77% in Q2 2026, buying an estimated $155K and bringing the position to 1,270 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #369.

Atlas Capital Advisors first reported a position in CEG in Q1 2022 and has held it in 17 quarters since. The position peaked at $547K in Q3 2024. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Atlas Capital Advisors held 1,270 shares of Constellation Energy worth $315K as of Q2 2026.
  • Atlas Capital Advisors bought 551 Constellation Energy shares in Q2 2026, an estimated $155K.
  • Constellation Energy made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #369 holding.
  • Atlas Capital Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 17 quarters since.
  • Atlas Capital Advisors's Constellation Energy position peaked at $547K in Q3 2024.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.