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Capstone Financial Advisors’s Constellation Energy CEG Stock Holding History

Capstone Financial 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 		$253K Buy
1,019
+45
+5% +$12.7K 0.01% 157
2026
Q1 		$272K Sell
974
-197
-17% -$59.9K 0.01% 139
2025
Q4 		$414K Buy
1,171
+197
+20% +$71.6K 0.02% 110
2025
Q3 		$321K Sell
974
-2,149
-69% -$694K 0.02% 135
2025
Q2 		$1.01M Buy
+3,123
New +$826K 0.06% 63

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

Capstone Financial Advisors's CEG Position: Q2 2026 in Review

Capstone Financial Advisors increased its Constellation Energy (CEG) stake by 4.6% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,019 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #157.

Capstone Financial Advisors first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q2 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Capstone Financial Advisors held 1,019 shares of Constellation Energy worth $253K as of Q2 2026.
  • Capstone Financial Advisors bought 45 Constellation Energy shares in Q2 2026, an estimated $12.7K.
  • Constellation Energy made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #157 holding.
  • Capstone Financial Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Capstone Financial Advisors's Constellation Energy position peaked at $1.01M in Q2 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.