Horizon Wealth Management’s Constellation Energy CEG Stock Holding History

Horizon 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	$248K	Sell	997 -34	-3%	-$9.57K	0.03%	136
2026 Q1	$288K	Sell	1,031 -35	-3%	-$10.6K	0.04%	112
2025 Q4	$377K	Sell	1,066 -4	-0.4%	-$1.45K	0.06%	89
2025 Q3	$352K	Hold	1,070	–	–	0.05%	89
2025 Q2	$345K	Sell	1,070 -4	-0.4%	-$1.06K	0.06%	74
2025 Q1	$217K	Buy	1,074 +104	+11%	+$27.9K	0.04%	95
2024 Q4	$217K	Buy	970 +1	+0.1%	+$249	0.04%	89
2024 Q3	$252K	Sell	969 -119	-11%	-$23.6K	0.05%	67
2024 Q2	$218K	Buy	+1,088	New	+$222K	0.05%	70

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

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

Horizon Wealth Management reduced its Constellation Energy (CEG) stake by 3.3% in Q2 2026, selling an estimated $9.57K and leaving 997 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #136.

Horizon Wealth Management first reported a position in CEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $377K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Horizon Wealth Management held 997 shares of Constellation Energy worth $248K as of Q2 2026.
Horizon Wealth Management sold 34 Constellation Energy shares in Q2 2026, an estimated $9.57K.
Constellation Energy made up 0.03% of Horizon Wealth Management's portfolio in Q2 2026, its #136 holding.
Horizon Wealth Management first reported a position in Constellation Energy in Q2 2024 and has held it in 9 quarters since.
Horizon Wealth Management's Constellation Energy position peaked at $377K in Q4 2025.
1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.