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Fortitude Advisory Group’s Constellation Energy CEG Stock Holding History

Fortitude Advisory Group’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 		$1.08M Sell
4,358
-1,352
-24% -$381K 0.41% 51
2026
Q1 		$1.59M Buy
+5,710
New +$1.74M 0.72% 24

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

Fortitude Advisory Group's CEG Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Constellation Energy (CEG) stake by 24% in Q2 2026, selling an estimated $381K and leaving 4,358 shares worth $1.08M. The position accounts for 0.41% of the portfolio, ranked #51.

Fortitude Advisory Group first reported a position in CEG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.59M in Q1 2026. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Fortitude Advisory Group held 4,358 shares of Constellation Energy worth $1.08M as of Q2 2026.
  • Fortitude Advisory Group sold 1,352 Constellation Energy shares in Q2 2026, an estimated $381K.
  • Constellation Energy made up 0.41% of Fortitude Advisory Group's portfolio in Q2 2026, its #51 holding.
  • Fortitude Advisory Group first reported a position in Constellation Energy in Q1 2026 and has held it in 2 quarters since.
  • Fortitude Advisory Group's Constellation Energy position peaked at $1.59M in Q1 2026.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.