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MFA Wealth Advisors’s Constellation Energy CEG Stock Holding History

MFA 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 		$5.92M Buy
23,820
+4,087
+21% +$1.15M 1.01% 27
2026
Q1 		$5.51M Buy
19,733
+160
+0.8% +$48.6K 1.08% 24
2025
Q4 		$6.91M Buy
19,573
+140
+0.7% +$50.9K 1.46% 20
2025
Q3 		$6.39M Sell
19,433
-543
-3% -$175K 1.4% 21
2025
Q2 		$6.45M Buy
19,976
+1,799
+10% +$476K 1.51% 20
2025
Q1 		$3.67M Buy
18,177
+17,067
+1,538% +$4.57M 0.91% 27
2024
Q4 		$248K Buy
1,110
+138
+14% +$34.4K 0.06% 68
2024
Q3 		$253K Hold
972
– – 0.06% 84
2024
Q2 		$195K Buy
+972
New +$198K 0.04% 98

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

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

MFA Wealth Advisors increased its Constellation Energy (CEG) stake by 21% in Q2 2026, buying an estimated $1.15M and bringing the position to 23,820 shares worth $5.92M. The position accounts for 1.01% of the portfolio, ranked #27.

MFA Wealth Advisors first reported a position in CEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.91M in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • MFA Wealth Advisors held 23,820 shares of Constellation Energy worth $5.92M as of Q2 2026.
  • MFA Wealth Advisors bought 4,087 Constellation Energy shares in Q2 2026, an estimated $1.15M.
  • Constellation Energy made up 1.01% of MFA Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • MFA Wealth Advisors first reported a position in Constellation Energy in Q2 2024 and has held it in 9 quarters since.
  • MFA Wealth Advisors's Constellation Energy position peaked at $6.91M in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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