Financial Engines Advisors’s Constellation Energy CEG Stock Holding History

Financial Engines Advisors’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	$936K	Sell	3,770 -24	-0.6%	-$6.76K	﹤0.01%	323
2026 Q1	$1.06M	Buy	3,794 +23	+0.6%	+$6.99K	﹤0.01%	295
2025 Q4	$1.33M	Buy	3,771 +2,384	+172%	+$866K	﹤0.01%	279
2025 Q3	$456K	Buy	+1,387	New	+$448K	﹤0.01%	408
2025 Q1	–	Sell	-1,694	Closed	-$379K	–	430
2024 Q4	$379K	Buy	1,694 +75	+5%	+$18.7K	﹤0.01%	352
2024 Q3	$421K	Buy	1,619 +165	+11%	+$32.8K	﹤0.01%	294
2024 Q2	$291K	Buy	+1,454	New	+$297K	﹤0.01%	311

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

Financial Engines Advisors's CEG Position: Q2 2026 in Review

Financial Engines Advisors reduced its Constellation Energy (CEG) stake by 0.63% in Q2 2026, selling an estimated $6.76K and leaving 3,770 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Financial Engines Advisors first reported a position in CEG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Financial Engines Advisors held 3,770 shares of Constellation Energy worth $936K as of Q2 2026.
Financial Engines Advisors sold 24 Constellation Energy shares in Q2 2026, an estimated $6.76K.
Constellation Energy made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #323 holding.
Financial Engines Advisors first reported a position in Constellation Energy in Q2 2024 and has held it in 7 quarters since.
Financial Engines Advisors's Constellation Energy position peaked at $1.33M in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.