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Destination Wealth Management’s Constellation Energy CEG Stock Holding History

Destination Wealth Management’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 		$358K Sell
1,440
-16
-1% -$4.51K 0.01% 256
2026
Q1 		$406K Buy
1,456
+256
+21% +$77.8K 0.01% 226
2025
Q4 		$424K Buy
1,200
+27
+2% +$9.81K 0.01% 216
2025
Q3 		$386K Buy
1,173
+542
+86% +$175K 0.01% 204
2025
Q2 		$204K Buy
+631
New +$167K 0.01% 247

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

Destination Wealth Management's CEG Position: Q2 2026 in Review

Destination Wealth Management reduced its Constellation Energy (CEG) stake by 1.1% in Q2 2026, selling an estimated $4.51K and leaving 1,440 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #256.

Destination Wealth Management first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $424K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Destination Wealth Management held 1,440 shares of Constellation Energy worth $358K as of Q2 2026.
  • Destination Wealth Management sold 16 Constellation Energy shares in Q2 2026, an estimated $4.51K.
  • Constellation Energy made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Destination Wealth Management first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Destination Wealth Management's Constellation Energy position peaked at $424K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.