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Bridgewealth Advisory Group’s Constellation Energy CEG Stock Holding History

Bridgewealth Advisory Group’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 		– Sell
-736
Closed -$206K – 143
2026
Q1 		$206K Hold
736
– – 0.04% 126
2025
Q4 		$260K Buy
736
+1
+0.1% +$363 0.06% 104
2025
Q3 		$242K Hold
735
– – 0.06% 103
2025
Q2 		$237K Buy
+735
New +$194K 0.06% 98
2025
Q1 		– Sell
-733
Closed -$228K – 58
2024
Q4 		$228K Buy
+733
New +$183K 0.06% 96

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

Bridgewealth Advisory Group's CEG Position: Q2 2026 in Review

Bridgewealth Advisory Group sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 736 shares — an estimated $206K sold.

Bridgewealth Advisory Group first reported a position in CEG in Q4 2024 and held it in 5 quarters. The position peaked at $260K in Q4 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Bridgewealth Advisory Group reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 736 Constellation Energy shares in Q2 2026, an estimated $206K.
  • Bridgewealth Advisory Group first reported a position in Constellation Energy in Q4 2024 and held it in 5 quarters.
  • Bridgewealth Advisory Group's Constellation Energy position peaked at $260K in Q4 2025.
  • 1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.