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Medallion Wealth Advisors’s Constellation Energy CEG Stock Holding History

Medallion 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 		$118K Buy
476
+385
+423% +$108K 0.04% 326
2026
Q1 		$25.4K Sell
91
-12
-12% -$3.65K 0.01% 604
2025
Q4 		$36.4K Sell
103
-4
-4% -$1.45K 0.01% 521
2025
Q3 		$35.2K Sell
107
-24
-18% -$7.75K 0.01% 530
2025
Q2 		$42K Sell
131
-40
-23% -$10.6K 0.02% 486
2025
Q1 		$34.8K Buy
171
+44
+35% +$11.8K 0.02% 486
2024
Q4 		$25.9K Buy
+127
New +$31.7K 0.01% 521

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

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

Medallion Wealth Advisors increased its Constellation Energy (CEG) stake by 423% in Q2 2026, buying an estimated $108K and bringing the position to 476 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #326.

Medallion Wealth Advisors first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Medallion Wealth Advisors held 476 shares of Constellation Energy worth $118K as of Q2 2026.
  • Medallion Wealth Advisors bought 385 Constellation Energy shares in Q2 2026, an estimated $108K.
  • Constellation Energy made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #326 holding.
  • Medallion Wealth Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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