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Atria Investments’s Constellation Energy CEG Stock Holding History

Atria Investments’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 		$2.11M Buy
8,488
+1,594
+23% +$449K 0.02% 733
2026
Q1 		$1.93M Sell
6,894
-3,723
-35% -$1.13M 0.02% 727
2025
Q4 		$3.75M Buy
10,617
+2,495
+31% +$907K 0.04% 476
2025
Q3 		$2.67M Sell
8,122
-34
-0.4% -$11K 0.03% 603
2025
Q2 		$2.63M Sell
8,156
-1,335
-14% -$353K 0.03% 616
2025
Q1 		$1.91M Sell
9,491
-2,638
-22% -$707K 0.02% 725
2024
Q4 		$2.71M Buy
12,129
+589
+5% +$147K 0.03% 564
2024
Q3 		$3M Sell
11,540
-1,047
-8% -$208K 0.04% 527
2024
Q2 		$2.52M Buy
12,587
+5,765
+85% +$1.18M 0.03% 566
2024
Q1 		$1.26M Buy
+6,822
New +$969K 0.02% 847

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

Atria Investments's CEG Position: Q2 2026 in Review

Atria Investments increased its Constellation Energy (CEG) stake by 23% in Q2 2026, buying an estimated $449K and bringing the position to 8,488 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #733.

Atria Investments first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Atria Investments held 8,488 shares of Constellation Energy worth $2.11M as of Q2 2026.
  • Atria Investments bought 1,594 Constellation Energy shares in Q2 2026, an estimated $449K.
  • Constellation Energy made up 0.02% of Atria Investments's portfolio in Q2 2026, its #733 holding.
  • Atria Investments first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Atria Investments's Constellation Energy position peaked at $3.75M in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.