AWE
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Avidian Wealth Enterprises’s Constellation Energy CEG Stock Holding History

Avidian Wealth Enterprises’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 		$317K Buy
1,275
+80
+7% +$22.5K 0.01% 584
2026
Q1 		$334K Buy
1,195
+352
+42% +$107K 0.01% 527
2025
Q4 		$298K Buy
843
+113
+15% +$41.1K 0.01% 478
2025
Q3 		$240K Buy
+730
New +$236K 0.01% 518

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

Avidian Wealth Enterprises's CEG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Constellation Energy (CEG) stake by 6.7% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,275 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #584.

Avidian Wealth Enterprises first reported a position in CEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $334K in Q1 2026. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Avidian Wealth Enterprises held 1,275 shares of Constellation Energy worth $317K as of Q2 2026.
  • Avidian Wealth Enterprises bought 80 Constellation Energy shares in Q2 2026, an estimated $22.5K.
  • Constellation Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #584 holding.
  • Avidian Wealth Enterprises first reported a position in Constellation Energy in Q3 2025 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's Constellation Energy position peaked at $334K in Q1 2026.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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