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Certified Advisory Corp’s Constellation Energy CEG Stock Holding History

Certified Advisory Corp’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
-753
Closed -$210K – 330
2026
Q1 		$210K Hold
753
– – 0.02% 304
2025
Q4 		$266K Buy
753
+1
+0.1% +$363 0.02% 282
2025
Q3 		$247K Buy
752
+67
+10% +$21.6K 0.02% 287
2025
Q2 		$221K Buy
+685
New +$181K 0.02% 288

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Certified Advisory Corp's CEG Position: Q2 2026 in Review

Certified Advisory Corp sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 753 shares — an estimated $210K sold.

Certified Advisory Corp first reported a position in CEG in Q2 2025 and held it in 4 quarters. The position peaked at $266K in Q4 2025. 550 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Certified Advisory Corp reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Certified Advisory Corp sold 753 Constellation Energy shares in Q2 2026, an estimated $210K.
  • Certified Advisory Corp first reported a position in Constellation Energy in Q2 2025 and held it in 4 quarters.
  • Certified Advisory Corp's Constellation Energy position peaked at $266K in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.