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Dogwood Wealth Management’s Constellation Energy CEG Stock Holding History

Dogwood 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 		$5.17K Sell
21
-32
-60% -$9.01K ﹤0.01% 506
2026
Q1 		$14.8K Sell
53
-4
-7% -$1.22K 0.01% 283
2025
Q4 		$20.1K Buy
57
+9
+19% +$3.27K 0.01% 200
2025
Q3 		$15.8K Buy
48
+7
+17% +$2.26K 0.01% 216
2025
Q2 		$12.8K Buy
41
+39
+1,950% +$10.3K 0.01% 231
2025
Q1 		$403 Buy
+2
New +$536 ﹤0.01% 476
2024
Q3 		– Hold
0
– – – 276
2024
Q2 		– Hold
0
– – – 334
2024
Q1 		– Hold
0
– – – 339
2023
Q4 		– Hold
0
– – – 380

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management reduced its Constellation Energy (CEG) stake by 60% in Q2 2026, selling an estimated $9.01K and leaving 21 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Dogwood Wealth Management first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.1K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Dogwood Wealth Management held 21 shares of Constellation Energy worth $5.17K as of Q2 2026.
  • Dogwood Wealth Management sold 32 Constellation Energy shares in Q2 2026, an estimated $9.01K.
  • Constellation Energy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Dogwood Wealth Management first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Constellation Energy position peaked at $20.1K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.