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Gradient Capital Advisors’s Constellation Energy CEG Stock Holding History

Gradient Capital 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 		– Sell
-1,096
Closed -$306K – 181
2026
Q1 		$306K Sell
1,096
-226
-17% -$68.7K 0.08% 136
2025
Q4 		$467K Buy
1,322
+58
+5% +$21.1K 0.12% 111
2025
Q3 		$416K Buy
1,264
+3
+0.2% +$968 0.11% 111
2025
Q2 		$407K Buy
1,261
+106
+9% +$28.1K 0.12% 110
2025
Q1 		$233K Buy
1,155
+15
+1% +$4.02K 0.08% 147
2024
Q4 		$255K Buy
1,140
+122
+12% +$30.4K 0.08% 135
2024
Q3 		$265K Buy
+1,018
New +$202K 0.09% 131

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

Gradient Capital Advisors's CEG Position: Q2 2026 in Review

Gradient Capital Advisors sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 1,096 shares — an estimated $306K sold.

Gradient Capital Advisors first reported a position in CEG in Q3 2024 and held it in 7 quarters. The position peaked at $467K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Gradient Capital Advisors reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Gradient Capital Advisors sold 1,096 Constellation Energy shares in Q2 2026, an estimated $306K.
  • Gradient Capital Advisors first reported a position in Constellation Energy in Q3 2024 and held it in 7 quarters.
  • Gradient Capital Advisors's Constellation Energy position peaked at $467K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.