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Fourth Dimension Wealth’s Constellation Energy CEG Stock Holding History

Fourth Dimension Wealth’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 		$27.6K Buy
111
+11
+11% +$3.1K 0.01% 346
2026
Q1 		$27.9K Sell
100
-151
-60% -$45.9K 0.01% 281
2025
Q4 		$88.5K Sell
251
-49
-16% -$17.8K 0.03% 185
2025
Q3 		$98.8K Hold
300
– – 0.04% 173
2025
Q2 		$96.9K Buy
+300
New +$79.4K 0.04% 173

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

Fourth Dimension Wealth's CEG Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Constellation Energy (CEG) stake by 11% in Q2 2026, buying an estimated $3.1K and bringing the position to 111 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #346.

Fourth Dimension Wealth first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $98.8K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Fourth Dimension Wealth held 111 shares of Constellation Energy worth $27.6K as of Q2 2026.
  • Fourth Dimension Wealth bought 11 Constellation Energy shares in Q2 2026, an estimated $3.1K.
  • Constellation Energy made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #346 holding.
  • Fourth Dimension Wealth first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Fourth Dimension Wealth's Constellation Energy position peaked at $98.8K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.