Fortis Group Advisors’s Constellation Energy CEG Stock Holding History

Fortis Group 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	$101K	Sell	407 -45	-10%	-$12.7K	0.02%	285
2026 Q1	$126K	Hold	452	–	–	0.02%	277
2025 Q4	$160K	Hold	452	–	–	0.03%	275
2025 Q3	$149K	Buy	452 +175	+63%	+$56.5K	0.03%	232
2025 Q2	$89.4K	Hold	277	–	–	0.02%	228
2025 Q1	$55.9K	Hold	277	–	–	0.01%	210
2024 Q4	$62K	Hold	277	–	–	0.01%	209
2024 Q3	$72K	Hold	277	–	–	0.01%	194
2024 Q2	$55.5K	Hold	277	–	–	0.01%	204
2024 Q1	$51.2K	Sell	277 -277	-50%	-$39.3K	0.01%	226
2023 Q4	$64.8K	Buy	554 +277	+100%	+$32.3K	0.02%	161
2023 Q3	$30.2K	Buy	+277	New	+$28.6K	0.01%	160

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

Fortis Group Advisors's CEG Position: Q2 2026 in Review

Fortis Group Advisors reduced its Constellation Energy (CEG) stake by 10% in Q2 2026, selling an estimated $12.7K and leaving 407 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #285.

Fortis Group Advisors first reported a position in CEG in Q3 2023 and has held it in 12 quarters since. The position peaked at $160K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Fortis Group Advisors held 407 shares of Constellation Energy worth $101K as of Q2 2026.
Fortis Group Advisors sold 45 Constellation Energy shares in Q2 2026, an estimated $12.7K.
Constellation Energy made up 0.02% of Fortis Group Advisors's portfolio in Q2 2026, its #285 holding.
Fortis Group Advisors first reported a position in Constellation Energy in Q3 2023 and has held it in 12 quarters since.
Fortis Group Advisors's Constellation Energy position peaked at $160K in Q4 2025.
1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.