Institute for Wealth Management’s Constellation Energy CEG Stock Holding History

Institute for 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	$21.1K	Buy	+85	New	+$23.9K	﹤0.01%	1116

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Institute for Wealth Management's CEG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Constellation Energy (CEG) in Q2 2026: 85 shares worth $21.1K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings.

1,185 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Institute for Wealth Management held 85 shares of Constellation Energy worth $21.1K as of Q2 2026.
Constellation Energy was a new Institute for Wealth Management position in Q2 2026.
Constellation Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1116 holding.
1,185 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.