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Golden State Wealth Management’s Constellation Energy CEG Stock Holding History

Golden State Wealth 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 		$852K Sell
3,428
-3,461
-50% -$975K 0.08% 205
2026
Q1 		$1.92M Sell
6,889
-7
-0.1% -$2.13K 0.21% 98
2025
Q4 		$2.44M Buy
6,896
+645
+10% +$234K 0.26% 74
2025
Q3 		$2.06M Buy
6,251
+1,818
+41% +$587K 0.23% 84
2025
Q2 		$1.43M Buy
4,433
+1,525
+52% +$404K 0.17% 107
2025
Q1 		$586K Buy
2,908
+577
+25% +$155K 0.09% 182
2024
Q4 		$522K Buy
+2,331
New +$581K 0.08% 195

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

Golden State Wealth Management's CEG Position: Q2 2026 in Review

Golden State Wealth Management reduced its Constellation Energy (CEG) stake by 50% in Q2 2026, selling an estimated $975K and leaving 3,428 shares worth $852K. The position accounts for 0.08% of the portfolio, ranked #205.

Golden State Wealth Management first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Golden State Wealth Management held 3,428 shares of Constellation Energy worth $852K as of Q2 2026.
  • Golden State Wealth Management sold 3,461 Constellation Energy shares in Q2 2026, an estimated $975K.
  • Constellation Energy made up 0.08% of Golden State Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Golden State Wealth Management first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Constellation Energy position peaked at $2.44M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.