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Inspirion Wealth Advisors’s Constellation Energy CEG Stock Holding History

Inspirion 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 		$236K Sell
999
-2
-0.2% -$563 0.03% 164
2026
Q1 		$279K Hold
1,001
– – 0.03% 136
2025
Q4 		$353K Buy
1,001
+147
+17% +$53.4K 0.04% 124
2025
Q3 		$222K Sell
854
-147
-15% -$47.4K 0.03% 141
2025
Q2 		$323K Hold
1,001
– – 0.04% 123
2025
Q1 		$202K Buy
1,001
+147
+17% +$39.4K 0.03% 150
2024
Q4 		$218K Hold
854
– – 0.03% 136
2024
Q3 		$222K Buy
+854
New +$170K 0.03% 142

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

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

Inspirion Wealth Advisors reduced its Constellation Energy (CEG) stake by 0.2% in Q2 2026, selling an estimated $563 and leaving 999 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #164.

Inspirion Wealth Advisors first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $353K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Inspirion Wealth Advisors held 999 shares of Constellation Energy worth $236K as of Q2 2026.
  • Inspirion Wealth Advisors sold 2 Constellation Energy shares in Q2 2026, an estimated $563.
  • Constellation Energy made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Inspirion Wealth Advisors first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Inspirion Wealth Advisors's Constellation Energy position peaked at $353K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.