GC Wealth Management RIA’s Constellation Energy CEG Stock Holding History

GC Wealth Management RIA’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	$252K	Sell	1,015 -59	-5%	-$16.6K	0.01%	440
2026 Q1	$300K	Sell	1,074 -623	-37%	-$189K	0.01%	435
2025 Q4	$599K	Sell	1,697 -4,040	-70%	-$1.47M	0.02%	328
2025 Q3	$1.89M	Buy	5,737 +3,588	+167%	+$1.16M	0.06%	218
2025 Q2	$694K	Buy	+2,149	New	+$569K	0.06%	265

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

GC Wealth Management RIA's CEG Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Constellation Energy (CEG) stake by 5.5% in Q2 2026, selling an estimated $16.6K and leaving 1,015 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #440.

GC Wealth Management RIA first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.89M in Q3 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

GC Wealth Management RIA held 1,015 shares of Constellation Energy worth $252K as of Q2 2026.
GC Wealth Management RIA sold 59 Constellation Energy shares in Q2 2026, an estimated $16.6K.
Constellation Energy made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #440 holding.
GC Wealth Management RIA first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's Constellation Energy position peaked at $1.89M in Q3 2025.
1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.