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Cornerstone Wealth Management’s Constellation Energy CEG Stock Holding History

Cornerstone Wealth Management’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 		$930K Buy
3,743
+971
+35% +$273K 0.04% 350
2026
Q1 		$774K Buy
2,772
+487
+21% +$148K 0.04% 348
2025
Q4 		$807K Sell
2,285
-74
-3% -$26.9K 0.04% 328
2025
Q3 		$776K Sell
2,359
-24
-1% -$7.75K 0.04% 327
2025
Q2 		$769K Buy
2,383
+248
+12% +$65.6K 0.05% 317
2025
Q1 		$431K Buy
2,135
+380
+22% +$102K 0.03% 399
2024
Q4 		$393K Buy
1,755
+206
+13% +$51.4K 0.03% 400
2024
Q3 		$403K Buy
1,549
+82
+6% +$16.3K 0.03% 397
2024
Q2 		$294K Sell
1,467
-23
-2% -$4.69K 0.02% 437
2024
Q1 		$276K Buy
+1,490
New +$212K 0.02% 440

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

Cornerstone Wealth Management's CEG Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Constellation Energy (CEG) stake by 35% in Q2 2026, buying an estimated $273K and bringing the position to 3,743 shares worth $930K. The position accounts for 0.04% of the portfolio, ranked #350.

Cornerstone Wealth Management first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Cornerstone Wealth Management held 3,743 shares of Constellation Energy worth $930K as of Q2 2026.
  • Cornerstone Wealth Management bought 971 Constellation Energy shares in Q2 2026, an estimated $273K.
  • Constellation Energy made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Cornerstone Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.