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Curio Wealth’s Constellation Energy CEG Stock Holding History

Curio Wealth’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 		– Sell
-32
Closed -$8.94K – 257
2026
Q1 		$8.94K Buy
32
+1
+3% +$304 ﹤0.01% 225
2025
Q4 		$11.3K Hold
31
– – ﹤0.01% 237
2025
Q3 		$10.2K Hold
31
– – ﹤0.01% 188
2025
Q2 		$10K Buy
31
+30
+3,000% +$7.94K ﹤0.01% 204
2025
Q1 		$6.93K Sell
1
-49
-98% -$13.1K ﹤0.01% 254
2024
Q4 		$11.2K Buy
+50
New +$12.5K 0.01% 207

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

Curio Wealth's CEG Position: Q2 2026 in Review

Curio Wealth sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 32 shares — an estimated $8.94K sold.

Curio Wealth first reported a position in CEG in Q4 2024 and held it in 6 quarters. The position peaked at $11.3K in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Curio Wealth reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 32 Constellation Energy shares in Q2 2026, an estimated $8.94K.
  • Curio Wealth first reported a position in Constellation Energy in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Constellation Energy position peaked at $11.3K in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.