IWM
CEG icon

Iams Wealth Management’s Constellation Energy CEG Stock Holding History

Iams 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 		$605K Buy
2,437
+539
+28% +$152K 0.18% 136
2026
Q1 		$530K Buy
1,898
+862
+83% +$262K 0.18% 138
2025
Q4 		$366K Buy
1,036
+171
+20% +$62.1K 0.13% 145
2025
Q3 		$285K Buy
865
+136
+19% +$43.9K 0.11% 153
2025
Q2 		$235K Buy
+729
New +$193K 0.11% 152

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

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

Iams Wealth Management increased its Constellation Energy (CEG) stake by 28% in Q2 2026, buying an estimated $152K and bringing the position to 2,437 shares worth $605K. The position accounts for 0.18% of the portfolio, ranked #136.

Iams Wealth Management first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Iams Wealth Management held 2,437 shares of Constellation Energy worth $605K as of Q2 2026.
  • Iams Wealth Management bought 539 Constellation Energy shares in Q2 2026, an estimated $152K.
  • Constellation Energy made up 0.18% of Iams Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Iams Wealth Management first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.