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HB Wealth Management’s Constellation Energy CEG Stock Holding History

HB 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 		$3.05M Buy
12,265
+565
+5% +$159K 0.02% 373
2026
Q1 		$3.27M Buy
11,700
+1,508
+15% +$458K 0.02% 323
2025
Q4 		$3.6M Buy
10,192
+481
+5% +$175K 0.02% 302
2025
Q3 		$3.2M Buy
9,711
+1,680
+21% +$542K 0.02% 320
2025
Q2 		$2.59M Buy
8,031
+389
+5% +$103K 0.02% 328
2025
Q1 		$1.54M Buy
7,642
+1,337
+21% +$358K 0.01% 435
2024
Q4 		$1.41M Buy
6,305
+682
+12% +$170K 0.01% 357
2024
Q3 		$1.46M Buy
5,623
+156
+3% +$31K 0.02% 323
2024
Q2 		$1.09M Buy
5,467
+675
+14% +$138K 0.01% 354
2024
Q1 		$886K Buy
4,792
+434
+10% +$61.6K 0.01% 376
2023
Q4 		$509K Sell
4,358
-104
-2% -$12.1K 0.01% 454
2023
Q3 		$487K Buy
4,462
+1,004
+29% +$103K 0.01% 434
2023
Q2 		$317K Buy
3,458
+308
+10% +$25.5K 0.01% 530
2023
Q1 		$247K Sell
3,150
-166
-5% -$13.4K ﹤0.01% 593
2022
Q4 		$286K Buy
+3,316
New +$298K 0.01% 527

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

HB Wealth Management's CEG Position: Q2 2026 in Review

HB Wealth Management increased its Constellation Energy (CEG) stake by 4.8% in Q2 2026, buying an estimated $159K and bringing the position to 12,265 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #373.

HB Wealth Management first reported a position in CEG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.6M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • HB Wealth Management held 12,265 shares of Constellation Energy worth $3.05M as of Q2 2026.
  • HB Wealth Management bought 565 Constellation Energy shares in Q2 2026, an estimated $159K.
  • Constellation Energy made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #373 holding.
  • HB Wealth Management first reported a position in Constellation Energy in Q4 2022 and has held it in 15 quarters since.
  • HB Wealth Management's Constellation Energy position peaked at $3.6M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.