FWA
CEG icon

FSM Wealth Advisors’s Constellation Energy CEG Stock Holding History

FSM 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 		$400K Sell
1,611
-169
-9% -$47.6K 0.04% 217
2026
Q1 		$497K Sell
1,780
-51
-3% -$15.5K 0.06% 166
2025
Q4 		$647K Buy
1,831
+115
+7% +$41.8K 0.09% 131
2025
Q3 		$565K Buy
1,716
+254
+17% +$82K 0.08% 159
2025
Q2 		$465K Buy
1,462
+248
+20% +$65.6K 0.08% 168
2025
Q1 		$245K Buy
1,214
+43
+4% +$11.5K 0.06% 180
2024
Q4 		$369K Buy
+1,171
New +$292K 0.09% 120

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 $3.38T AUM 44.17% 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

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

FSM Wealth Advisors reduced its Constellation Energy (CEG) stake by 9.5% in Q2 2026, selling an estimated $47.6K and leaving 1,611 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #217.

FSM Wealth Advisors first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $647K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • FSM Wealth Advisors held 1,611 shares of Constellation Energy worth $400K as of Q2 2026.
  • FSM Wealth Advisors sold 169 Constellation Energy shares in Q2 2026, an estimated $47.6K.
  • Constellation Energy made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • FSM Wealth Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • FSM Wealth Advisors's Constellation Energy position peaked at $647K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.