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Kingswood Wealth Advisors’s Constellation Energy CEG Stock Holding History

Kingswood 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 		$1.45M Sell
5,855
-37
-0.6% -$10.4K 0.06% 324
2026
Q1 		$1.65M Buy
5,892
+1,996
+51% +$607K 0.08% 267
2025
Q4 		$1.38M Buy
3,896
+189
+5% +$68.7K 0.07% 289
2025
Q3 		$1.22M Buy
3,707
+1,099
+42% +$355K 0.07% 273
2025
Q2 		$842K Sell
2,608
-622
-19% -$165K 0.07% 297
2025
Q1 		$651K Buy
3,230
+601
+23% +$161K 0.06% 336
2024
Q4 		$588K Sell
2,629
-1,160
-31% -$289K 0.04% 396
2024
Q3 		$985K Buy
3,789
+616
+19% +$122K 0.07% 297
2024
Q2 		$635K Buy
+3,173
New +$647K 0.06% 322

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

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

Kingswood Wealth Advisors reduced its Constellation Energy (CEG) stake by 0.63% in Q2 2026, selling an estimated $10.4K and leaving 5,855 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #324.

Kingswood Wealth Advisors first reported a position in CEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q1 2026. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Kingswood Wealth Advisors held 5,855 shares of Constellation Energy worth $1.45M as of Q2 2026.
  • Kingswood Wealth Advisors sold 37 Constellation Energy shares in Q2 2026, an estimated $10.4K.
  • Constellation Energy made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #324 holding.
  • Kingswood Wealth Advisors first reported a position in Constellation Energy in Q2 2024 and has held it in 9 quarters since.
  • Kingswood Wealth Advisors's Constellation Energy position peaked at $1.65M in Q1 2026.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.