High Net Worth Advisory Group’s Constellation Energy CEG Stock Holding History

High Net Worth Advisory Group’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	$270K	Hold	1,086	–	–	0.06%	213
2026 Q1	$303K	Sell	1,086 -1,935	-64%	-$588K	0.07%	193
2025 Q4	$1.07M	Sell	3,021 -35	-1%	-$12.7K	0.25%	92
2025 Q3	$1.01M	Buy	3,056 +350	+13%	+$113K	0.24%	93
2025 Q2	$873K	Buy	2,706 +1,600	+145%	+$423K	0.23%	91
2025 Q1	$223K	Buy	1,106 +70	+7%	+$18.8K	0.06%	201
2024 Q4	$232K	Sell	1,036 -466	-31%	-$116K	0.06%	199
2024 Q3	$391K	Sell	1,502 -140	-9%	-$27.8K	0.11%	148
2024 Q2	$329K	Hold	1,642	–	–	0.1%	147
2024 Q1	$304K	Buy	+1,642	New	+$233K	0.1%	163
2023 Q1	–	Sell	-1,793	Closed	-$155K	–	254
2022 Q4	$155K	Sell	1,793 -200	-10%	-$18K	0.06%	206
2022 Q3	$166K	Hold	1,993	–	–	0.07%	199
2022 Q2	$114K	Hold	1,993	–	–	0.05%	227
2022 Q1	$112K	Buy	+1,993	New	+$97.2K	0.04%	234

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 $3.37T AUM 44.26% 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

High Net Worth Advisory Group's CEG Position: Q2 2026 in Review

High Net Worth Advisory Group held its Constellation Energy (CEG) position steady in Q2 2026 at 1,086 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #213.

High Net Worth Advisory Group first reported a position in CEG in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

High Net Worth Advisory Group held 1,086 shares of Constellation Energy worth $270K as of Q2 2026.
High Net Worth Advisory Group left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up 0.06% of High Net Worth Advisory Group's portfolio in Q2 2026, its #213 holding.
High Net Worth Advisory Group first reported a position in Constellation Energy in Q1 2022 and has held it in 14 quarters since.
High Net Worth Advisory Group's Constellation Energy position peaked at $1.07M in Q4 2025.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.