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Midland Wealth Advisors’s Constellation Energy CEG Stock Holding History

Midland 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 		$633K Sell
2,547
-420
-14% -$118K 0.03% 97
2026
Q1 		$829K Sell
2,967
-121
-4% -$36.8K 0.04% 77
2025
Q4 		$1.09M Sell
3,088
-83
-3% -$30.2K 0.06% 70
2025
Q3 		$1.04M Sell
3,171
-125
-4% -$40.3K 0.06% 73
2025
Q2 		$1.06M Buy
3,296
+32
+1% +$8.47K 0.06% 72
2025
Q1 		$658K Buy
3,264
+192
+6% +$51.5K 0.04% 109
2024
Q4 		$687K Buy
3,072
+57
+2% +$14.2K 0.04% 111
2024
Q3 		$784K Hold
3,015
– – 0.05% 113
2024
Q2 		$604K Buy
3,015
+511
+20% +$104K 0.04% 124
2024
Q1 		$463K Sell
2,504
-3
-0.1% -$426 0.03% 140
2023
Q4 		$293K Buy
+2,507
New +$293K 0.02% 158

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

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

Midland Wealth Advisors reduced its Constellation Energy (CEG) stake by 14% in Q2 2026, selling an estimated $118K and leaving 2,547 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #97.

Midland Wealth Advisors first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Midland Wealth Advisors held 2,547 shares of Constellation Energy worth $633K as of Q2 2026.
  • Midland Wealth Advisors sold 420 Constellation Energy shares in Q2 2026, an estimated $118K.
  • Constellation Energy made up 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Midland Wealth Advisors first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Constellation Energy position peaked at $1.09M in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.