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CLA (CliftonLarsonAllen) Wealth Advisors’s Constellation Energy CEG Stock Holding History

CLA (CliftonLarsonAllen) 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 		$4.27M Buy
17,182
+661
+4% +$186K 0.06% 110
2026
Q1 		$4.61M Buy
16,521
+31
+0.2% +$9.42K 0.07% 100
2025
Q4 		$5.83M Buy
16,490
+26
+0.2% +$9.45K 0.09% 81
2025
Q3 		$5.42M Sell
16,464
-384
-2% -$124K 0.09% 83
2025
Q2 		$5.44M Sell
16,848
-582
-3% -$154K 0.09% 83
2025
Q1 		$3.51M Buy
17,430
+501
+3% +$134K 0.07% 97
2024
Q4 		$3.79M Buy
16,929
+49
+0.3% +$12.2K 0.07% 77
2024
Q3 		$4.39M Buy
16,880
+563
+3% +$112K 0.1% 71
2024
Q2 		$3.27M Sell
16,317
-148
-0.9% -$30.2K 0.07% 80
2024
Q1 		$3.04M Sell
16,465
-58
-0.4% -$8.24K 0.07% 79
2023
Q4 		$1.93M Buy
16,523
+451
+3% +$52.6K 0.05% 104
2023
Q3 		$1.75M Buy
16,072
+6
+0% +$618 0.05% 102
2023
Q2 		$1.47M Sell
16,066
-103
-0.6% -$8.54K 0.04% 116
2023
Q1 		$1.27M Buy
16,169
+103
+0.6% +$8.33K 0.04% 122
2022
Q4 		$1.39M Hold
16,066
– – 0.05% 122
2022
Q3 		$1.34M Hold
16,066
– – 0.17% 50
2022
Q2 		$920K Hold
16,066
– – 0.04% 137
2022
Q1 		$904K Buy
+16,066
New +$784K 0.03% 145

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

CLA (CliftonLarsonAllen) Wealth Advisors's CEG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Constellation Energy (CEG) stake by 4% in Q2 2026, buying an estimated $186K and bringing the position to 17,182 shares worth $4.27M. The position accounts for 0.06% of the portfolio, ranked #110.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.83M in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 17,182 shares of Constellation Energy worth $4.27M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 661 Constellation Energy shares in Q2 2026, an estimated $186K.
  • Constellation Energy made up 0.06% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Constellation Energy position peaked at $5.83M in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.