HHM Wealth Advisors’s Constellation Energy CEG Stock Holding History

HHM 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	$9.19K	Buy	37 +25	+208%	+$7.04K	﹤0.01%	644
2026 Q1	$3.35K	Hold	12	–	–	﹤0.01%	765
2025 Q4	$4.24K	Hold	12	–	–	﹤0.01%	722
2025 Q3	$3.95K	Hold	12	–	–	﹤0.01%	751
2025 Q2	$3.87K	Hold	12	–	–	﹤0.01%	710
2025 Q1	$2.42K	Hold	12	–	–	﹤0.01%	734
2024 Q4	$2.69K	Buy	+12	New	+$2.99K	﹤0.01%	724
2022 Q3	–	Sell	-132	Closed	-$8K	–	668
2022 Q2	$8K	Hold	132	–	–	﹤0.01%	563
2022 Q1	$7K	Buy	+132	New	+$6.44K	﹤0.01%	571

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 $3.38T AUM 44.17% 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

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

HHM Wealth Advisors increased its Constellation Energy (CEG) stake by 208% in Q2 2026, buying an estimated $7.04K and bringing the position to 37 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

HHM Wealth Advisors first reported a position in CEG in Q1 2022 and has held it in 9 quarters since. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

HHM Wealth Advisors held 37 shares of Constellation Energy worth $9.19K as of Q2 2026.
HHM Wealth Advisors bought 25 Constellation Energy shares in Q2 2026, an estimated $7.04K.
Constellation Energy made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #644 holding.
HHM Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 9 quarters since.
1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.