Crewe Advisors’s Constellation Energy CEG Stock Holding History

Crewe 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	$120K	Buy	485 +33	+7%	+$9.29K	0.01%	305
2026 Q1	$126K	Sell	452 -1	-0.2%	-$304	0.01%	256
2025 Q4	$160K	Buy	453 +1	+0.2%	+$363	0.01%	232
2025 Q3	$149K	Buy	452 +28	+7%	+$9.04K	0.01%	243
2025 Q2	$137K	Sell	424 -90	-18%	-$23.8K	0.02%	190
2025 Q1	$104K	Buy	+514	New	+$138K	0.01%	197
2024 Q4	–	Sell	-3	Closed	-$781	–	670
2024 Q3	$781	Sell	3 -6	-67%	-$1.19K	﹤0.01%	650
2024 Q2	$1.8K	Sell	9 -16	-64%	-$3.26K	﹤0.01%	875
2024 Q1	$4.62K	Buy	+25	New	+$3.55K	﹤0.01%	743
2023 Q1	–	Sell	-17	Closed	-$1.47K	–	851
2022 Q4	$1.47K	Sell	17 -183	-92%	-$16.5K	﹤0.01%	882
2022 Q3	$17K	Buy	200 +101	+102%	+$7.45K	﹤0.01%	502
2022 Q2	$6K	Buy	+99	New	+$5.95K	﹤0.01%	712

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Crewe Advisors's CEG Position: Q2 2026 in Review

Crewe Advisors increased its Constellation Energy (CEG) stake by 7.3% in Q2 2026, buying an estimated $9.29K and bringing the position to 485 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #305.

Crewe Advisors first reported a position in CEG in Q2 2022 and has held it in 12 quarters since. The position peaked at $160K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Crewe Advisors held 485 shares of Constellation Energy worth $120K as of Q2 2026.
Crewe Advisors bought 33 Constellation Energy shares in Q2 2026, an estimated $9.29K.
Constellation Energy made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #305 holding.
Crewe Advisors first reported a position in Constellation Energy in Q2 2022 and has held it in 12 quarters since.
Crewe Advisors's Constellation Energy position peaked at $160K in Q4 2025.
1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.