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Moneta Group Investment Advisors’s Constellation Energy CEG Stock Holding History

Moneta Group Investment 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 		$2.01M Buy
8,107
+5,761
+246% +$1.62M 0.01% 297
2026
Q1 		$655K Buy
2,346
+72
+3% +$21.9K ﹤0.01% 445
2025
Q4 		$803K Sell
2,274
-28
-1% -$10.2K 0.01% 400
2025
Q3 		$757K Buy
2,302
+1,297
+129% +$419K 0.01% 406
2025
Q2 		$324K Buy
+1,005
New +$266K ﹤0.01% 543
2025
Q1 		– Sell
-941
Closed -$211K – 677
2024
Q4 		$211K Sell
941
-601
-39% -$150K ﹤0.01% 625
2024
Q3 		$401K Sell
1,542
-152
-9% -$30.2K 0.01% 457
2024
Q2 		$339K Buy
1,694
+156
+10% +$31.8K 0.01% 461
2024
Q1 		$284K Buy
+1,538
New +$218K ﹤0.01% 501

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

Moneta Group Investment Advisors's CEG Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Constellation Energy (CEG) stake by 246% in Q2 2026, buying an estimated $1.62M and bringing the position to 8,107 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #297.

Moneta Group Investment Advisors first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Moneta Group Investment Advisors held 8,107 shares of Constellation Energy worth $2.01M as of Q2 2026.
  • Moneta Group Investment Advisors bought 5,761 Constellation Energy shares in Q2 2026, an estimated $1.62M.
  • Constellation Energy made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #297 holding.
  • Moneta Group Investment Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.