Envestnet Portfolio Solutions’s Constellation Energy CEG Stock Holding History

Envestnet Portfolio Solutions’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	$941K	Buy	3,789 +1,372	+57%	+$386K	﹤0.01%	740
2026 Q1	$675K	Sell	2,417 -4,688	-66%	-$1.42M	﹤0.01%	781
2025 Q4	$2.51M	Buy	7,105 +1,574	+28%	+$572K	0.01%	499
2025 Q3	$1.82M	Sell	5,531 -1,723	-24%	-$556K	0.01%	550
2025 Q2	$2.34M	Sell	7,254 -244	-3%	-$64.6K	0.01%	518
2025 Q1	$1.51M	Sell	7,498 -15,130	-67%	-$4.06M	0.01%	672
2024 Q4	$5.06M	Buy	22,628 +1,856	+9%	+$463K	0.02%	391
2024 Q3	$5.4M	Sell	20,772 -1,218	-6%	-$242K	0.02%	373
2024 Q2	$4.4M	Buy	21,990 +1,488	+7%	+$304K	0.02%	400
2024 Q1	$3.79M	Buy	20,502 +600	+3%	+$85.2K	0.01%	452
2023 Q4	$2.33M	Sell	19,902 -917	-4%	-$107K	0.01%	549
2023 Q3	$2.27M	Buy	+20,819	New	+$2.15M	0.01%	517

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Portfolio Solutions's CEG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Constellation Energy (CEG) stake by 57% in Q2 2026, buying an estimated $386K and bringing the position to 3,789 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Envestnet Portfolio Solutions first reported a position in CEG in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.4M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Envestnet Portfolio Solutions held 3,789 shares of Constellation Energy worth $941K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,372 Constellation Energy shares in Q2 2026, an estimated $386K.
Constellation Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #740 holding.
Envestnet Portfolio Solutions first reported a position in Constellation Energy in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Constellation Energy position peaked at $5.4M in Q3 2024.
1,855 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.