IBEX Wealth Advisors’s Constellation Energy CEG Stock Holding History

IBEX 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	$329K	Sell	1,326 -25	-2%	-$7.04K	0.03%	181
2026 Q1	$377K	Buy	+1,351	New	+$411K	0.04%	167
2025 Q4	–	Sell	-1,349	Closed	-$444K	–	138
2025 Q3	$444K	Buy	1,349 +9	+0.7%	+$2.9K	0.04%	163
2025 Q2	$433K	Buy	+1,340	New	+$355K	0.05%	157
2025 Q1	–	Sell	-1,338	Closed	-$299K	–	134
2024 Q4	$299K	Buy	+1,338	New	+$334K	0.04%	177
2024 Q3	–	Sell	-1,331	Closed	-$266K	–	102
2024 Q2	$266K	Buy	+1,331	New	+$272K	0.04%	111
2023 Q4	–	Sell	-2,313	Closed	-$252K	–	113
2023 Q3	$252K	Buy	+2,313	New	+$238K	0.06%	102

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

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

IBEX Wealth Advisors reduced its Constellation Energy (CEG) stake by 1.9% in Q2 2026, selling an estimated $7.04K and leaving 1,326 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #181.

IBEX Wealth Advisors first reported a position in CEG in Q3 2023 and has held it in 7 quarters since. The position peaked at $444K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

IBEX Wealth Advisors held 1,326 shares of Constellation Energy worth $329K as of Q2 2026.
IBEX Wealth Advisors sold 25 Constellation Energy shares in Q2 2026, an estimated $7.04K.
Constellation Energy made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #181 holding.
IBEX Wealth Advisors first reported a position in Constellation Energy in Q3 2023 and has held it in 7 quarters since.
IBEX Wealth Advisors's Constellation Energy position peaked at $444K in Q3 2025.
1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.