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Flagship Wealth Advisors’s Constellation Energy CEG Stock Holding History

Flagship Wealth 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 		$25.6K Buy
+103
New +$29K 0.01% 340
2026
Q1 		– Sell
-103
Closed -$36.4K – 355
2025
Q4 		$36.4K Hold
103
– – 0.01% 246
2025
Q3 		$33.9K Buy
103
+3
+3% +$968 0.01% 251
2025
Q2 		$32.3K Hold
100
– – 0.01% 236
2025
Q1 		$20.2K Hold
100
– – 0.01% 258
2024
Q4 		$22.4K Buy
+100
New +$24.9K 0.01% 242

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 $3.37T AUM 44.26% 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

Flagship Wealth Advisors's CEG Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in Constellation Energy (CEG) in Q2 2026: 103 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in CEG as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in CEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.4K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Flagship Wealth Advisors held 103 shares of Constellation Energy worth $25.6K as of Q2 2026.
  • Constellation Energy was a new Flagship Wealth Advisors position in Q2 2026.
  • Constellation Energy made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #340 holding.
  • Flagship Wealth Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Constellation Energy position peaked at $36.4K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.