IWM
CEG icon

IHT Wealth Management’s Constellation Energy CEG Stock Holding History

IHT 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 		$2.31M Sell
9,298
-923
-9% -$260K 0.05% 355
2026
Q1 		$2.85M Sell
10,221
-508
-5% -$154K 0.07% 294
2025
Q4 		$3.79M Buy
10,729
+1,945
+22% +$707K 0.09% 218
2025
Q3 		$2.89M Sell
8,784
-1,018
-10% -$329K 0.07% 257
2025
Q2 		$3.16M Sell
9,802
-19
-0.2% -$5.03K 0.09% 226
2025
Q1 		$1.98M Buy
9,821
+188
+2% +$50.4K 0.06% 295
2024
Q4 		$2.16M Sell
9,633
-4,036
-30% -$1.01M 0.07% 257
2024
Q3 		$3.57M Buy
13,669
+5,487
+67% +$1.09M 0.1% 207
2024
Q2 		$1.64M Sell
8,182
-1,053
-11% -$215K 0.06% 301
2024
Q1 		$1.71M Buy
9,235
+4,549
+97% +$646K 0.07% 294
2023
Q4 		$548K Buy
4,686
+632
+16% +$73.8K 0.02% 567
2023
Q3 		$442K Buy
4,054
+69
+2% +$7.11K 0.02% 591
2023
Q2 		$365K Sell
3,985
-432
-10% -$35.8K 0.02% 648
2023
Q1 		$347K Buy
4,417
+775
+21% +$62.7K 0.02% 640
2022
Q4 		$314K Sell
3,642
-458
-11% -$41.2K 0.02% 645
2022
Q3 		$341K Buy
+4,100
New +$302K 0.03% 578

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

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

IHT Wealth Management reduced its Constellation Energy (CEG) stake by 9% in Q2 2026, selling an estimated $260K and leaving 9,298 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #355.

IHT Wealth Management first reported a position in CEG in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.79M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • IHT Wealth Management held 9,298 shares of Constellation Energy worth $2.31M as of Q2 2026.
  • IHT Wealth Management sold 923 Constellation Energy shares in Q2 2026, an estimated $260K.
  • Constellation Energy made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #355 holding.
  • IHT Wealth Management first reported a position in Constellation Energy in Q3 2022 and has held it in 16 quarters since.
  • IHT Wealth Management's Constellation Energy position peaked at $3.79M in Q4 2025.
  • 1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.