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Daymark Wealth Partners’s Constellation Energy CEG Stock Holding History

Daymark 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 		$474K Sell
1,907
-79
-4% -$22.2K 0.01% 503
2026
Q1 		$554K Sell
1,986
-1,065
-35% -$324K 0.02% 400
2025
Q4 		$1.08M Buy
3,051
+625
+26% +$227K 0.03% 277
2025
Q3 		$798K Buy
2,426
+883
+57% +$285K 0.03% 306
2025
Q2 		$498K Buy
1,543
+498
+48% +$132K 0.02% 354
2025
Q1 		$211K Buy
+1,045
New +$280K 0.01% 481

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

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

Daymark Wealth Partners reduced its Constellation Energy (CEG) stake by 4% in Q2 2026, selling an estimated $22.2K and leaving 1,907 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #503.

Daymark Wealth Partners first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Daymark Wealth Partners held 1,907 shares of Constellation Energy worth $474K as of Q2 2026.
  • Daymark Wealth Partners sold 79 Constellation Energy shares in Q2 2026, an estimated $22.2K.
  • Constellation Energy made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #503 holding.
  • Daymark Wealth Partners first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Daymark Wealth Partners's Constellation Energy position peaked at $1.08M in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.