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Forvis Mazars Wealth Advisors’s Constellation Energy CEG Stock Holding History

Forvis Mazars 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 		$210K Sell
845
-38
-4% -$10.7K ﹤0.01% 423
2026
Q1 		$247K Hold
883
– – ﹤0.01% 377
2025
Q4 		$312K Sell
883
-5
-0.6% -$1.82K 0.01% 348
2025
Q3 		$292K Buy
888
+89
+11% +$28.7K 0.01% 353
2025
Q2 		$258K Buy
+799
New +$211K 0.01% 366
2024
Q4 		– Sell
-788
Closed -$205K – 422
2024
Q3 		$205K Buy
+788
New +$157K ﹤0.01% 422

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

Forvis Mazars Wealth Advisors's CEG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Constellation Energy (CEG) stake by 4.3% in Q2 2026, selling an estimated $10.7K and leaving 845 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Forvis Mazars Wealth Advisors first reported a position in CEG in Q3 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 845 shares of Constellation Energy worth $210K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 38 Constellation Energy shares in Q2 2026, an estimated $10.7K.
  • Constellation Energy made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #423 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Constellation Energy in Q3 2024 and has held it in 6 quarters since.
  • Forvis Mazars Wealth Advisors's Constellation Energy position peaked at $312K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.