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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
2025
Q2 		– Sell
-100
Closed -$20.2K – 1089
2025
Q1 		$20.2K Buy
+100
New +$26.8K ﹤0.01% 1298

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

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 16 quarters since. The position peaked at $1.37M in Q4 2025. 1,857 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 16 quarters since.
  • B. Riley Wealth Advisors's Constellation Energy position peaked at $1.37M in Q4 2025.
  • 1,857 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.