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Cura Wealth Advisors’s Constellation Energy CEG Stock Holding History

Cura 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 		$286K Sell
1,153
-24
-2% -$6.76K 0.12% 101
2026
Q1 		$329K Sell
1,177
-501
-30% -$152K 0.15% 77
2025
Q4 		$593K Buy
1,678
+525
+46% +$191K 0.22% 57
2025
Q3 		$379K Sell
1,153
-223
-16% -$72K 0.15% 68
2025
Q2 		$444K Sell
1,376
-275
-17% -$72.8K 0.18% 58
2025
Q1 		$333K Sell
1,651
-675
-29% -$181K 0.13% 70
2024
Q4 		$520K Buy
+2,326
New +$580K 0.23% 48

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

Cura Wealth Advisors's CEG Position: Q2 2026 in Review

Cura Wealth Advisors reduced its Constellation Energy (CEG) stake by 2% in Q2 2026, selling an estimated $6.76K and leaving 1,153 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #101.

Cura Wealth Advisors first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $593K in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Cura Wealth Advisors held 1,153 shares of Constellation Energy worth $286K as of Q2 2026.
  • Cura Wealth Advisors sold 24 Constellation Energy shares in Q2 2026, an estimated $6.76K.
  • Constellation Energy made up 0.12% of Cura Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Cura Wealth Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • Cura Wealth Advisors's Constellation Energy position peaked at $593K in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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