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IVC Wealth Advisors’s Constellation Energy CEG Stock Holding History

IVC 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 		– Sell
-726
Closed -$203K – 179
2026
Q1 		$203K Sell
726
-62
-8% -$18.8K 0.09% 172
2025
Q4 		$278K Sell
788
-27
-3% -$9.81K 0.12% 140
2025
Q3 		$268K Buy
+815
New +$263K 0.12% 148

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

IVC Wealth Advisors sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 726 shares — an estimated $203K sold.

IVC Wealth Advisors first reported a position in CEG in Q3 2025 and held it in 3 quarters. The position peaked at $278K in Q4 2025. 280 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • IVC Wealth Advisors reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 726 Constellation Energy shares in Q2 2026, an estimated $203K.
  • IVC Wealth Advisors first reported a position in Constellation Energy in Q3 2025 and held it in 3 quarters.
  • IVC Wealth Advisors's Constellation Energy position peaked at $278K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.