Blue Zone Wealth Advisors’s Constellation Energy CEG Stock Holding History

Blue Zone 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	$229K	Buy	921 +4	+0.4%	+$1.13K	0.04%	119
2026 Q1	$256K	Buy	917 +6	+0.7%	+$1.82K	0.05%	115
2025 Q4	$322K	Hold	911	–	–	0.06%	111
2025 Q3	$300K	Buy	+911	New	+$294K	0.06%	107

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

Blue Zone Wealth Advisors's CEG Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Constellation Energy (CEG) stake by 0.44% in Q2 2026, buying an estimated $1.13K and bringing the position to 921 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #119.

Blue Zone Wealth Advisors first reported a position in CEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $322K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Blue Zone Wealth Advisors held 921 shares of Constellation Energy worth $229K as of Q2 2026.
Blue Zone Wealth Advisors bought 4 Constellation Energy shares in Q2 2026, an estimated $1.13K.
Constellation Energy made up 0.04% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Blue Zone Wealth Advisors first reported a position in Constellation Energy in Q3 2025 and has held it in 4 quarters since.
Blue Zone Wealth Advisors's Constellation Energy position peaked at $322K in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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