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Guardian Wealth Advisors (North Carolina)’s Constellation Energy CEG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-774
Closed -$216K – 402
2026
Q1 		$216K Buy
774
+71
+10% +$21.6K 0.01% 337
2025
Q4 		$248K Buy
703
+22
+3% +$8K 0.02% 325
2025
Q3 		$224K Sell
681
-2
-0.3% -$645 0.01% 332
2025
Q2 		$220K Buy
+683
New +$181K 0.02% 315

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s CEG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 774 shares — an estimated $216K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CEG in Q2 2025 and held it in 4 quarters. The position peaked at $248K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 774 Constellation Energy shares in Q2 2026, an estimated $216K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Constellation Energy in Q2 2025 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Constellation Energy position peaked at $248K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.