FORM Wealth Advisors’s Constellation Energy CEG Stock Holding History

FORM 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	$389K	Hold	1,567	–	–	0.04%	42
2026 Q1	$438K	Hold	1,567	–	–	0.05%	39
2025 Q4	$554K	Buy	+1,567	New	+$569K	0.06%	35
2025 Q2	$509K	Hold	1,576	–	–	0.06%	34
2025 Q1	$318K	Buy	+1,576	New	+$422K	0.04%	44

Other funds holding CEG

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

FORM Wealth Advisors held its Constellation Energy (CEG) position steady in Q2 2026 at 1,567 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #42.

FORM Wealth Advisors first reported a position in CEG in Q1 2025 and has held it in 5 quarters since. The position peaked at $554K in Q4 2025. 418 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

FORM Wealth Advisors held 1,567 shares of Constellation Energy worth $389K as of Q2 2026.
FORM Wealth Advisors left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up 0.04% of FORM Wealth Advisors's portfolio in Q2 2026, its #42 holding.
FORM Wealth Advisors first reported a position in Constellation Energy in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Constellation Energy position peaked at $554K in Q4 2025.
418 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.