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Heritage Wealth Advisors’s Constellation Energy CEG Stock Holding History

Heritage Wealth 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 		$44K Hold
177
– – ﹤0.01% 355
2026
Q1 		$49.5K Hold
177
– – ﹤0.01% 331
2025
Q4 		$62.6K Buy
177
+36
+26% +$13.1K ﹤0.01% 297
2025
Q3 		$46.4K Hold
141
– – ﹤0.01% 304
2025
Q2 		$45.5K Hold
141
– – ﹤0.01% 307
2025
Q1 		$28.4K Buy
141
+24
+21% +$6.43K ﹤0.01% 342
2024
Q4 		$26.2K Buy
117
+51
+77% +$12.7K ﹤0.01% 366
2024
Q3 		$17.2K Hold
66
– – ﹤0.01% 411
2024
Q2 		$13.2K Hold
66
– – ﹤0.01% 411
2024
Q1 		$12.2K Hold
66
– – ﹤0.01% 429
2023
Q4 		$7.71K Hold
66
– – ﹤0.01% 465
2023
Q3 		$7.2K Hold
66
– – ﹤0.01% 426
2023
Q2 		$6.04K Buy
+66
New +$5.47K ﹤0.01% 459

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

Heritage Wealth Advisors's CEG Position: Q2 2026 in Review

Heritage Wealth Advisors held its Constellation Energy (CEG) position steady in Q2 2026 at 177 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Heritage Wealth Advisors first reported a position in CEG in Q2 2023 and has held it in 13 quarters since. The position peaked at $62.6K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Heritage Wealth Advisors held 177 shares of Constellation Energy worth $44K as of Q2 2026.
  • Heritage Wealth Advisors left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #355 holding.
  • Heritage Wealth Advisors first reported a position in Constellation Energy in Q2 2023 and has held it in 13 quarters since.
  • Heritage Wealth Advisors's Constellation Energy position peaked at $62.6K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.