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Bell Investment Advisors’s Constellation Energy CEG Stock Holding History

Bell Investment 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 		$59.6K Sell
240
-32
-12% -$9.01K 0.01% 249
2026
Q1 		$76K Buy
272
+130
+92% +$39.5K 0.01% 197
2025
Q4 		$50.2K Sell
142
-4
-3% -$1.45K 0.01% 255
2025
Q3 		$48K Sell
146
-25
-15% -$8.07K 0.01% 249
2025
Q2 		$55.2K Buy
171
+13
+8% +$3.44K 0.01% 233
2025
Q1 		$31.9K Buy
158
+1
+0.6% +$268 0.01% 286
2024
Q4 		$35.1K Buy
157
+18
+13% +$4.49K 0.01% 271
2024
Q3 		$36.1K Sell
139
-17
-11% -$3.38K 0.01% 276
2024
Q2 		$31.2K Sell
156
-11
-7% -$2.24K 0.01% 286
2024
Q1 		$30.9K Buy
167
+12
+8% +$1.7K 0.01% 296
2023
Q4 		$18.1K Buy
155
+7
+5% +$817 ﹤0.01% 380
2023
Q3 		$16.1K Sell
148
-59
-29% -$6.08K ﹤0.01% 367
2023
Q2 		$19K Sell
207
-1
-0.5% -$83 ﹤0.01% 326
2023
Q1 		$16.3K Sell
208
-76
-27% -$6.15K ﹤0.01% 345
2022
Q4 		$24.5K Sell
284
-3
-1% -$270 0.01% 268
2022
Q3 		$24K Buy
287
+63
+28% +$4.64K 0.01% 231
2022
Q2 		$13K Buy
+224
New +$13.5K ﹤0.01% 358

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

Bell Investment Advisors's CEG Position: Q2 2026 in Review

Bell Investment Advisors reduced its Constellation Energy (CEG) stake by 12% in Q2 2026, selling an estimated $9.01K and leaving 240 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #249.

Bell Investment Advisors first reported a position in CEG in Q2 2022 and has held it in 17 quarters since. The position peaked at $76K in Q1 2026. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Bell Investment Advisors held 240 shares of Constellation Energy worth $59.6K as of Q2 2026.
  • Bell Investment Advisors sold 32 Constellation Energy shares in Q2 2026, an estimated $9.01K.
  • Constellation Energy made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #249 holding.
  • Bell Investment Advisors first reported a position in Constellation Energy in Q2 2022 and has held it in 17 quarters since.
  • Bell Investment Advisors's Constellation Energy position peaked at $76K in Q1 2026.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.