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Cyndeo Wealth Partners’s Constellation Energy CEG Stock Holding History

Cyndeo Wealth Partners’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 		$408K Sell
1,644
-546
-25% -$154K 0.02% 379
2026
Q1 		$612K Sell
2,190
-30
-1% -$9.12K 0.03% 295
2025
Q4 		$784K Buy
2,220
+133
+6% +$48.3K 0.04% 267
2025
Q3 		$687K Buy
2,087
+747
+56% +$241K 0.04% 278
2025
Q2 		$432K Buy
+1,340
New +$355K 0.03% 324
2025
Q1 		– Sell
-2,013
Closed -$450K – 454
2024
Q4 		$450K Buy
+2,013
New +$502K 0.03% 310
2024
Q3 		– Sell
-2,662
Closed -$533K – 450
2024
Q2 		$533K Buy
2,662
+1,231
+86% +$251K 0.04% 273
2024
Q1 		$265K Buy
+1,431
New +$203K 0.02% 335

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

Cyndeo Wealth Partners's CEG Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Constellation Energy (CEG) stake by 25% in Q2 2026, selling an estimated $154K and leaving 1,644 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #379.

Cyndeo Wealth Partners first reported a position in CEG in Q1 2024 and has held it in 8 quarters since. The position peaked at $784K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Cyndeo Wealth Partners held 1,644 shares of Constellation Energy worth $408K as of Q2 2026.
  • Cyndeo Wealth Partners sold 546 Constellation Energy shares in Q2 2026, an estimated $154K.
  • Constellation Energy made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #379 holding.
  • Cyndeo Wealth Partners first reported a position in Constellation Energy in Q1 2024 and has held it in 8 quarters since.
  • Cyndeo Wealth Partners's Constellation Energy position peaked at $784K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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