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B. Riley Wealth Advisors’s Constellation Energy CEG Stock Holding History

B. Riley 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 		$774K Buy
2,984
+1,054
+55% +$297K 0.04% 362
2026
Q1 		$576K Sell
1,930
-1,948
-50% -$592K 0.04% 412
2025
Q4 		$1.37M Buy
3,878
+490
+14% +$178K 0.06% 277
2025
Q3 		$1.11M Sell
3,388
-21
-0.6% -$6.78K 0.05% 323
2025
Q2 		$1.1M Buy
+3,409
New +$902K 0.05% 336
2024
Q4 		$958K Buy
4,282
+380
+10% +$94.8K 0.03% 463
2024
Q3 		$1.05M Sell
3,902
-877
-18% -$174K 0.03% 484
2024
Q2 		$957K Buy
4,779
+900
+23% +$184K 0.02% 554
2024
Q1 		$423K Buy
3,879
+268
+7% +$38.1K 0.01% 880
2023
Q4 		$422K Sell
3,611
-268
-7% -$31.3K 0.01% 905
2023
Q3 		$423K Buy
3,879
+306
+9% +$31.5K 0.01% 880
2023
Q2 		$327K Buy
3,573
+39
+1% +$3.23K 0.01% 1076
2023
Q1 		$277K Sell
3,534
-257
-7% -$20.8K 0.01% 1112
2022
Q4 		$327K Buy
3,791
+753
+25% +$67.7K 0.01% 998
2022
Q3 		$253K Buy
+3,038
New +$224K 0.01% 1105

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's CEG Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Constellation Energy (CEG) stake by 55% in Q2 2026, buying an estimated $297K and bringing the position to 2,984 shares worth $774K. The position accounts for 0.04% of the portfolio, ranked #362.

B. Riley Wealth Advisors first reported a position in CEG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2025. 418 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • B. Riley Wealth Advisors held 2,984 shares of Constellation Energy worth $774K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,054 Constellation Energy shares in Q2 2026, an estimated $297K.
  • Constellation Energy made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #362 holding.
  • B. Riley Wealth Advisors first reported a position in Constellation Energy in Q3 2022 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's Constellation Energy position peaked at $1.37M in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.