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Elevation Wealth Partners’s Constellation Energy CEG Stock Holding History

Elevation 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 		$6.46K Buy
+26
New +$7.32K ﹤0.01% 949
2026
Q1 		– Sell
-36
Closed -$12.7K – 1086
2025
Q4 		$12.7K Buy
36
+14
+64% +$5.09K ﹤0.01% 449
2025
Q3 		$7.24K Buy
+22
New +$7.1K ﹤0.01% 427

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Elevation Wealth Partners opened a new position in Constellation Energy (CEG) in Q2 2026: 26 shares worth $6.46K. The stake represents ﹤0.01% of the portfolio and ranks #949 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in CEG as recently as Q4 2025.

Elevation Wealth Partners first reported a position in CEG in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.7K in Q4 2025. 712 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Elevation Wealth Partners held 26 shares of Constellation Energy worth $6.46K as of Q2 2026.
  • Constellation Energy was a new Elevation Wealth Partners position in Q2 2026.
  • Constellation Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #949 holding.
  • Elevation Wealth Partners first reported a position in Constellation Energy in Q3 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Constellation Energy position peaked at $12.7K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.