Money Concepts Capital’s Constellation Energy CEG Stock Holding History

Money Concepts Capital’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	$293K	Buy	1,179 +32	+3%	+$9.01K	0.01%	522
2026 Q1	$320K	Buy	1,147 +295	+35%	+$89.7K	0.02%	454
2025 Q4	$301K	Sell	852 -144	-14%	-$52.3K	0.02%	426
2025 Q3	$328K	Buy	996 +119	+14%	+$38.4K	0.02%	380
2025 Q2	$283K	Buy	+877	New	+$232K	0.02%	385
2023 Q1	–	Sell	-3,736	Closed	-$322K	–	858
2022 Q4	$322K	Buy	3,736 +3,386	+967%	+$305K	0.01%	540
2022 Q3	$29K	Buy	350 +135	+63%	+$9.95K	﹤0.01%	825
2022 Q2	$12K	Sell	215 -2,771	-93%	-$167K	﹤0.01%	988
2022 Q1	$168K	Buy	+2,986	New	+$146K	0.01%	809

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Money Concepts Capital's CEG Position: Q2 2026 in Review

Money Concepts Capital increased its Constellation Energy (CEG) stake by 2.8% in Q2 2026, buying an estimated $9.01K and bringing the position to 1,179 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #522.

Money Concepts Capital first reported a position in CEG in Q1 2022 and has held it in 9 quarters since. The position peaked at $328K in Q3 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Money Concepts Capital held 1,179 shares of Constellation Energy worth $293K as of Q2 2026.
Money Concepts Capital bought 32 Constellation Energy shares in Q2 2026, an estimated $9.01K.
Constellation Energy made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #522 holding.
Money Concepts Capital first reported a position in Constellation Energy in Q1 2022 and has held it in 9 quarters since.
Money Concepts Capital's Constellation Energy position peaked at $328K in Q3 2025.
1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.