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High Point Wealth Management’s Constellation Energy CEG Stock Holding History

High Point 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 		$341K Buy
1,375
+1
+0.1% +$282 0.28% 75
2026
Q1 		$384K Hold
1,374
– – 0.37% 64
2025
Q4 		$485K Buy
+1,374
New +$499K 0.46% 54

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

High Point Wealth Management's CEG Position: Q2 2026 in Review

High Point Wealth Management increased its Constellation Energy (CEG) stake by 0.07% in Q2 2026, buying an estimated $282 and bringing the position to 1,375 shares worth $341K. The position accounts for 0.28% of the portfolio, ranked #75.

High Point Wealth Management first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $485K in Q4 2025. 1,108 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • High Point Wealth Management held 1,375 shares of Constellation Energy worth $341K as of Q2 2026.
  • High Point Wealth Management bought 1 Constellation Energy share in Q2 2026, an estimated $282.
  • Constellation Energy made up 0.28% of High Point Wealth Management's portfolio in Q2 2026, its #75 holding.
  • High Point Wealth Management first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Constellation Energy position peaked at $485K in Q4 2025.
  • 1,108 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.