JNBA Financial Advisors’s Constellation Energy CEG Stock Holding History

JNBA Financial 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	$302K	Buy	1,217 +6	+0.5%	+$1.69K	0.02%	171
2026 Q1	$338K	Hold	1,211	–	–	0.03%	159
2025 Q4	$428K	Sell	1,211 -236	-16%	-$85.8K	0.04%	147
2025 Q3	$476K	Hold	1,447	–	–	0.04%	138
2025 Q2	$467K	Buy	1,447 +550	+61%	+$146K	0.04%	138
2025 Q1	$181K	Buy	897 +50	+6%	+$13.4K	0.02%	181
2024 Q4	$189K	Hold	847	–	–	0.02%	180
2024 Q3	$220K	Hold	847	–	–	0.02%	177
2024 Q2	$170K	Hold	847	–	–	0.02%	191
2024 Q1	$157K	Sell	847 -33	-4%	-$4.69K	0.02%	199
2023 Q4	$103K	Hold	880	–	–	0.01%	225
2023 Q3	$96K	Hold	880	–	–	0.01%	226
2023 Q2	$80.6K	Hold	880	–	–	0.01%	246
2023 Q1	$69.1K	Hold	880	–	–	0.01%	259
2022 Q4	$75.9K	Hold	880	–	–	0.01%	255
2022 Q3	$73K	Hold	880	–	–	0.01%	242
2022 Q2	$50K	Sell	880 -200	-19%	-$12K	0.01%	278
2022 Q1	$61K	Buy	+1,080	New	+$52.7K	0.01%	269

Other funds holding CEG

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JNBA Financial Advisors's CEG Position: Q2 2026 in Review

JNBA Financial Advisors increased its Constellation Energy (CEG) stake by 0.5% in Q2 2026, buying an estimated $1.69K and bringing the position to 1,217 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #171.

JNBA Financial Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $476K in Q3 2025. 855 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

JNBA Financial Advisors held 1,217 shares of Constellation Energy worth $302K as of Q2 2026.
JNBA Financial Advisors bought 6 Constellation Energy shares in Q2 2026, an estimated $1.69K.
Constellation Energy made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #171 holding.
JNBA Financial Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
JNBA Financial Advisors's Constellation Energy position peaked at $476K in Q3 2025.
855 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.