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JPL Wealth Management’s Constellation Energy CEG Stock Holding History

JPL 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 		$68.8K Sell
277
-19
-6% -$5.35K 0.01% 215
2026
Q1 		$82.7K Buy
+296
New +$90K 0.02% 177
2025
Q4 		– Sell
-309
Closed -$102K – 294
2025
Q3 		$102K Buy
+309
New +$99.7K 0.02% 171

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

JPL Wealth Management's CEG Position: Q2 2026 in Review

JPL Wealth Management reduced its Constellation Energy (CEG) stake by 6.4% in Q2 2026, selling an estimated $5.35K and leaving 277 shares worth $68.8K. The position accounts for 0.01% of the portfolio, ranked #215.

JPL Wealth Management first reported a position in CEG in Q3 2025 and has held it in 3 quarters since. The position peaked at $102K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • JPL Wealth Management held 277 shares of Constellation Energy worth $68.8K as of Q2 2026.
  • JPL Wealth Management sold 19 Constellation Energy shares in Q2 2026, an estimated $5.35K.
  • Constellation Energy made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #215 holding.
  • JPL Wealth Management first reported a position in Constellation Energy in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Constellation Energy position peaked at $102K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.