Caliber Wealth Management (Kansas)’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.6M Buy
6,445
+999
+18% +$281K 0.15% 114
2026
Q1
$1.52M Buy
+5,446
New +$1.66M 0.17% 106

Other funds holding CEG

Caliber Wealth Management (Kansas)'s CEG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Constellation Energy (CEG) stake by 18% in Q2 2026, buying an estimated $281K and bringing the position to 6,445 shares worth $1.6M. The position accounts for 0.15% of the portfolio, ranked #114.

Caliber Wealth Management (Kansas) first reported a position in CEG in Q1 2026 and has held it in 2 quarters since. 684 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 6,445 shares of Constellation Energy worth $1.6M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 999 Constellation Energy shares in Q2 2026, an estimated $281K.
  • Constellation Energy made up 0.15% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #114 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Constellation Energy in Q1 2026 and has held it in 2 quarters since.
  • 684 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.