Empirical Wealth Management’s Constellation Energy CEG Stock Holding History

Empirical 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	$401K	Buy	1,615 +229	+17%	+$64.5K	0.01%	774
2026 Q1	$387K	Buy	1,386 +112	+9%	+$34K	0.01%	682
2025 Q4	$450K	Buy	1,274 +6	+0.5%	+$2.18K	0.01%	556
2025 Q3	$417K	Buy	1,268 +56	+5%	+$18.1K	0.01%	520
2025 Q2	$391K	Sell	1,212 -351	-22%	-$92.9K	0.01%	466
2025 Q1	$315K	Buy	+1,563	New	+$419K	0.01%	503
2024 Q4	–	Sell	-1,000	Closed	-$260K	–	616
2024 Q3	$260K	Buy	+1,000	New	+$199K	0.01%	488

Other funds holding CEG

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Empirical Wealth Management increased its Constellation Energy (CEG) stake by 17% in Q2 2026, buying an estimated $64.5K and bringing the position to 1,615 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #774.

Empirical Wealth Management first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $450K in Q4 2025. 881 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Empirical Wealth Management held 1,615 shares of Constellation Energy worth $401K as of Q2 2026.
Empirical Wealth Management bought 229 Constellation Energy shares in Q2 2026, an estimated $64.5K.
Constellation Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #774 holding.
Empirical Wealth Management first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
Empirical Wealth Management's Constellation Energy position peaked at $450K in Q4 2025.
881 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.