CWG
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Crown Wealth Group’s Constellation Energy CEG Stock Holding History

Crown Wealth Group’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 		$212K Buy
852
+18
+2% +$5.07K 0.05% 141
2026
Q1 		$233K Buy
834
+55
+7% +$16.7K 0.07% 127
2025
Q4 		$275K Buy
779
+41
+6% +$14.9K 0.08% 101
2025
Q3 		$243K Buy
738
+16
+2% +$5.16K 0.07% 104
2025
Q2 		$233K Buy
+722
New +$191K 0.09% 99

Other funds holding CEG

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Crown Wealth Group's CEG Position: Q2 2026 in Review

Crown Wealth Group increased its Constellation Energy (CEG) stake by 2.2% in Q2 2026, buying an estimated $5.07K and bringing the position to 852 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #141.

Crown Wealth Group first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $275K in Q4 2025. 766 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Crown Wealth Group held 852 shares of Constellation Energy worth $212K as of Q2 2026.
  • Crown Wealth Group bought 18 Constellation Energy shares in Q2 2026, an estimated $5.07K.
  • Constellation Energy made up 0.05% of Crown Wealth Group's portfolio in Q2 2026, its #141 holding.
  • Crown Wealth Group first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Crown Wealth Group's Constellation Energy position peaked at $275K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.