Beaird Harris Wealth Management’s Constellation Energy CEG Stock Holding History

Beaird Harris Wealth Management’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	$6.4K	Hold	26	–	–	﹤0.01%	421
2026 Q1	$7.2K	Hold	26	–	–	﹤0.01%	383
2025 Q4	$9.1K	Hold	26	–	–	﹤0.01%	402
2025 Q3	$8.48K	Buy	26 +3	+13%	+$968	﹤0.01%	395
2025 Q2	$7.43K	Buy	23 +11	+92%	+$2.91K	﹤0.01%	398
2025 Q1	$2.42K	Hold	12	–	–	﹤0.01%	427
2024 Q4	$2.69K	Sell	12 -18	-60%	-$4.49K	﹤0.01%	409
2024 Q3	$7.8K	Hold	30	–	–	﹤0.01%	355
2024 Q2	$6.01K	Buy	30 +18	+150%	+$3.67K	﹤0.01%	431
2024 Q1	$2.22K	Hold	12	–	–	﹤0.01%	457
2023 Q4	$1.4K	Buy	+12	New	+$1.4K	﹤0.01%	499

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beaird Harris Wealth Management's CEG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Constellation Energy (CEG) position steady in Q2 2026 at 26 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Beaird Harris Wealth Management first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.1K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Beaird Harris Wealth Management held 26 shares of Constellation Energy worth $6.4K as of Q2 2026.
Beaird Harris Wealth Management left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #421 holding.
Beaird Harris Wealth Management first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
Beaird Harris Wealth Management's Constellation Energy position peaked at $9.1K in Q4 2025.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.