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Kingsview Wealth Management’s Constellation Energy CEG Stock Holding History

Kingsview 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 		$1.17M Buy
4,699
+641
+16% +$181K 0.01% 706
2026
Q1 		$1.13M Sell
4,058
-1,126
-22% -$342K 0.02% 645
2025
Q4 		$1.83M Sell
5,184
-59
-1% -$21.4K 0.03% 494
2025
Q3 		$1.73M Sell
5,243
-3,129
-37% -$1.01M 0.03% 488
2025
Q2 		$2.7M Buy
8,372
+3,717
+80% +$984K 0.05% 379
2025
Q1 		$939K Buy
4,655
+773
+20% +$207K 0.02% 556
2024
Q4 		$868K Buy
3,882
+1,131
+41% +$282K 0.02% 585
2024
Q3 		$715K Sell
2,751
-137
-5% -$27.2K 0.02% 613
2024
Q2 		$578K Buy
2,888
+81
+3% +$16.5K 0.01% 643
2024
Q1 		$519K Sell
2,807
-5,969
-68% -$848K 0.01% 657
2023
Q4 		$1.03M Buy
8,776
+701
+9% +$81.8K 0.03% 465
2023
Q3 		$881K Buy
8,075
+963
+14% +$99.3K 0.03% 470
2023
Q2 		$651K Buy
7,112
+306
+4% +$25.4K 0.03% 523
2023
Q1 		$534K Sell
6,806
-58
-0.8% -$4.69K 0.02% 556
2022
Q4 		$592K Sell
6,864
-439
-6% -$39.5K 0.03% 466
2022
Q3 		$608K Sell
7,303
-632
-8% -$46.6K 0.03% 452
2022
Q2 		$454K Sell
7,935
-1,080
-12% -$65K 0.02% 558
2022
Q1 		$507K Buy
+9,015
New +$440K 0.02% 569

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

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

Kingsview Wealth Management increased its Constellation Energy (CEG) stake by 16% in Q2 2026, buying an estimated $181K and bringing the position to 4,699 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #706.

Kingsview Wealth Management first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.7M in Q2 2025. 1,856 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Kingsview Wealth Management held 4,699 shares of Constellation Energy worth $1.17M as of Q2 2026.
  • Kingsview Wealth Management bought 641 Constellation Energy shares in Q2 2026, an estimated $181K.
  • Constellation Energy made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Kingsview Wealth Management first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • Kingsview Wealth Management's Constellation Energy position peaked at $2.7M in Q2 2025.
  • 1,856 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.