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Insight Wealth Strategies’s Constellation Energy CEG Stock Holding History

Insight Wealth Strategies’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 		$5.83M Buy
24,665
+5,032
+26% +$1.42M 0.57% 62
2026
Q1 		$5.48M Buy
19,633
+3,909
+25% +$1.19M 0.61% 52
2025
Q4 		$5.55M Buy
15,724
+504
+3% +$183K 0.64% 41
2025
Q3 		$5.01M Buy
+15,220
New +$4.91M 0.59% 51

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

Insight Wealth Strategies's CEG Position: Q2 2026 in Review

Insight Wealth Strategies increased its Constellation Energy (CEG) stake by 26% in Q2 2026, buying an estimated $1.42M and bringing the position to 24,665 shares worth $5.83M. The position accounts for 0.57% of the portfolio, ranked #62.

Insight Wealth Strategies first reported a position in CEG in Q3 2025 and has held it in 4 quarters since. 1,108 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Insight Wealth Strategies held 24,665 shares of Constellation Energy worth $5.83M as of Q2 2026.
  • Insight Wealth Strategies bought 5,032 Constellation Energy shares in Q2 2026, an estimated $1.42M.
  • Constellation Energy made up 0.57% of Insight Wealth Strategies's portfolio in Q2 2026, its #62 holding.
  • Insight Wealth Strategies first reported a position in Constellation Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.