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JFS Wealth Advisors’s Constellation Energy CEG Stock Holding History

JFS 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 		$618K Buy
2,487
+7
+0.3% +$1.97K 0.03% 216
2026
Q1 		$693K Sell
2,480
-14
-0.6% -$4.25K 0.04% 199
2025
Q4 		$881K Buy
2,494
+51
+2% +$18.5K 0.05% 168
2025
Q3 		$804K Buy
2,443
+415
+20% +$134K 0.05% 175
2025
Q2 		$655K Sell
2,028
-70
-3% -$18.5K 0.04% 184
2025
Q1 		$423K Buy
2,098
+81
+4% +$21.7K 0.03% 213
2024
Q4 		$451K Sell
2,017
-10
-0.5% -$2.49K 0.03% 209
2024
Q3 		$527K Buy
2,027
+69
+4% +$13.7K 0.04% 194
2024
Q2 		$392K Sell
1,958
-1
-0.1% -$204 0.03% 167
2024
Q1 		$362K Sell
1,959
-9
-0.5% -$1.28K 0.03% 183
2023
Q4 		$230K Buy
1,968
+17
+0.9% +$1.98K 0.02% 219
2023
Q3 		$213K Buy
1,951
+25
+1% +$2.58K 0.02% 217
2023
Q2 		$176K Buy
1,926
+1
+0.1% +$83 0.02% 230
2023
Q1 		$151K Buy
1,925
+43
+2% +$3.48K 0.01% 242
2022
Q4 		$162K Buy
1,882
+7
+0.4% +$630 0.02% 232
2022
Q3 		$156K Buy
1,875
+61
+3% +$4.5K 0.02% 242
2022
Q2 		$104K Hold
1,814
– – 0.01% 277
2022
Q1 		$102K Buy
+1,814
New +$88.5K 0.01% 299

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

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

JFS Wealth Advisors increased its Constellation Energy (CEG) stake by 0.28% in Q2 2026, buying an estimated $1.97K and bringing the position to 2,487 shares worth $618K. The position accounts for 0.03% of the portfolio, ranked #216.

JFS Wealth Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $881K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • JFS Wealth Advisors held 2,487 shares of Constellation Energy worth $618K as of Q2 2026.
  • JFS Wealth Advisors bought 7 Constellation Energy shares in Q2 2026, an estimated $1.97K.
  • Constellation Energy made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • JFS Wealth Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Constellation Energy position peaked at $881K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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