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GeoWealth Management’s Constellation Energy CEG Stock Holding History

GeoWealth Management’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 		$222K Buy
889
+5
+0.6% +$1.41K 0.01% 752
2026
Q1 		$247K Sell
884
-127
-13% -$38.6K 0.01% 674
2025
Q4 		$357K Sell
1,011
-158
-14% -$57.4K 0.01% 517
2025
Q3 		$385K Sell
1,169
-32
-3% -$10.3K 0.01% 515
2025
Q2 		$388K Sell
1,201
-51
-4% -$13.5K 0.02% 471
2025
Q1 		$253K Sell
1,252
-636
-34% -$170K 0.01% 593
2024
Q4 		$422K Sell
1,888
-503
-21% -$125K 0.01% 512
2024
Q3 		$622K Buy
2,391
+3
+0.1% +$596 0.02% 425
2024
Q2 		$478K Buy
2,388
+1,159
+94% +$236K 0.02% 443
2024
Q1 		$227K Buy
+1,229
New +$175K 0.01% 643

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

GeoWealth Management's CEG Position: Q2 2026 in Review

GeoWealth Management increased its Constellation Energy (CEG) stake by 0.57% in Q2 2026, buying an estimated $1.41K and bringing the position to 889 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #752.

GeoWealth Management first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $622K in Q3 2024. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • GeoWealth Management held 889 shares of Constellation Energy worth $222K as of Q2 2026.
  • GeoWealth Management bought 5 Constellation Energy shares in Q2 2026, an estimated $1.41K.
  • Constellation Energy made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #752 holding.
  • GeoWealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's Constellation Energy position peaked at $622K in Q3 2024.
  • 1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.