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Mission Wealth Management’s Constellation Energy CEG Stock Holding History

Mission 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 		$4.88M Buy
19,662
+16,456
+513% +$4.63M 0.06% 178
2026
Q1 		$895K Sell
3,206
-24
-0.7% -$7.29K 0.02% 341
2025
Q4 		$1.14M Buy
3,230
+1,385
+75% +$503K 0.02% 307
2025
Q3 		$607K Sell
1,845
-1,873
-50% -$604K 0.01% 442
2025
Q2 		$1.2M Buy
3,718
+2,010
+118% +$532K 0.03% 295
2025
Q1 		$344K Sell
1,708
-16
-0.9% -$4.29K 0.01% 535
2024
Q4 		$386K Buy
1,724
+290
+20% +$72.3K 0.01% 491
2024
Q3 		$373K Sell
1,434
-372
-21% -$73.9K 0.01% 497
2024
Q2 		$362K Buy
1,806
+171
+10% +$34.9K 0.01% 491
2024
Q1 		$302K Buy
+1,635
New +$232K 0.01% 554

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

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

Mission Wealth Management increased its Constellation Energy (CEG) stake by 513% in Q2 2026, buying an estimated $4.63M and bringing the position to 19,662 shares worth $4.88M. The position accounts for 0.06% of the portfolio, ranked #178.

Mission Wealth Management first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Mission Wealth Management held 19,662 shares of Constellation Energy worth $4.88M as of Q2 2026.
  • Mission Wealth Management bought 16,456 Constellation Energy shares in Q2 2026, an estimated $4.63M.
  • Constellation Energy made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Mission Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.