Goldstone Financial Group’s Constellation Energy CEG Stock Holding History

Goldstone Financial Group’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	$757K	Sell	3,048 -290	-9%	-$81.7K	0.07%	150
2026 Q1	$932K	Buy	3,338 +198	+6%	+$60.2K	0.1%	123
2025 Q4	$1.11M	Sell	3,140 -164	-5%	-$59.6K	0.12%	104
2025 Q3	$1.09M	Sell	3,304 -102	-3%	-$32.9K	0.13%	103
2025 Q2	$1.06M	Sell	3,406 -31	-0.9%	-$8.2K	0.14%	95
2025 Q1	$693K	Buy	3,437 +29	+0.9%	+$7.77K	0.1%	113
2024 Q4	$762K	Sell	3,408 -551	-14%	-$137K	0.12%	101
2024 Q3	$1.03M	Buy	3,959 +89	+2%	+$17.7K	0.18%	87
2024 Q2	$775K	Buy	3,870 +2,569	+197%	+$524K	0.16%	94
2024 Q1	$240K	Buy	+1,301	New	+$185K	0.06%	144

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

Goldstone Financial Group's CEG Position: Q2 2026 in Review

Goldstone Financial Group reduced its Constellation Energy (CEG) stake by 8.7% in Q2 2026, selling an estimated $81.7K and leaving 3,048 shares worth $757K. The position accounts for 0.07% of the portfolio, ranked #150.

Goldstone Financial Group first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Goldstone Financial Group held 3,048 shares of Constellation Energy worth $757K as of Q2 2026.
Goldstone Financial Group sold 290 Constellation Energy shares in Q2 2026, an estimated $81.7K.
Constellation Energy made up 0.07% of Goldstone Financial Group's portfolio in Q2 2026, its #150 holding.
Goldstone Financial Group first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
Goldstone Financial Group's Constellation Energy position peaked at $1.11M in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.