CA
CEG icon

Clearstead Advisors’s Constellation Energy CEG Stock Holding History

Clearstead 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 		$2.18M Buy
8,793
+1,756
+25% +$495K 0.02% 369
2026
Q1 		$1.96M Sell
7,037
-665
-9% -$202K 0.02% 372
2025
Q4 		$2.72M Buy
7,702
+536
+7% +$195K 0.03% 282
2025
Q3 		$2.36M Sell
7,166
-43
-0.6% -$13.9K 0.03% 300
2025
Q2 		$2.33M Buy
7,209
+169
+2% +$44.7K 0.03% 288
2025
Q1 		$1.42M Sell
7,040
-350
-5% -$93.8K 0.02% 353
2024
Q4 		$1.65M Buy
7,390
+332
+5% +$82.8K 0.03% 324
2024
Q3 		$1.84M Buy
7,058
+30
+0.4% +$5.96K 0.03% 311
2024
Q2 		$1.41M Buy
7,028
+1,851
+36% +$378K 0.02% 330
2024
Q1 		$1.11M Buy
5,177
+1,833
+55% +$260K 0.05% 217
2023
Q4 		$391K Buy
3,344
+1,850
+124% +$216K 0.02% 353
2023
Q3 		$163K Buy
1,494
+151
+11% +$15.6K 0.01% 457
2023
Q2 		$123K Buy
1,343
+340
+34% +$28.2K 0.01% 526
2023
Q1 		$78.7K Buy
1,003
+350
+54% +$28.3K 0.01% 558
2022
Q4 		$56.3K Buy
653
+320
+96% +$28.8K ﹤0.01% 606
2022
Q3 		$28K Sell
333
-320
-49% -$23.6K ﹤0.01% 708
2022
Q2 		$37K Buy
653
+1
+0.2% +$60 ﹤0.01% 680
2022
Q1 		$37K Buy
+652
New +$31.8K ﹤0.01% 739

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

Clearstead Advisors's CEG Position: Q2 2026 in Review

Clearstead Advisors increased its Constellation Energy (CEG) stake by 25% in Q2 2026, buying an estimated $495K and bringing the position to 8,793 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #369.

Clearstead Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.72M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Clearstead Advisors held 8,793 shares of Constellation Energy worth $2.18M as of Q2 2026.
  • Clearstead Advisors bought 1,756 Constellation Energy shares in Q2 2026, an estimated $495K.
  • Constellation Energy made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #369 holding.
  • Clearstead Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • Clearstead Advisors's Constellation Energy position peaked at $2.72M in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.