Moss Adams Wealth Advisors’s Constellation Energy CEG Stock Holding History

Moss Adams 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	$215K	Sell	866 -130	-13%	-$36.6K	0.01%	283
2026 Q1	$278K	Buy	996 +138	+16%	+$41.9K	0.02%	217
2025 Q4	$303K	Buy	858 +67	+8%	+$24.3K	0.02%	194
2025 Q3	$260K	Buy	791 +41	+5%	+$13.2K	0.02%	207
2025 Q2	$242K	Buy	+750	New	+$198K	0.02%	224

Other funds holding CEG

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Moss Adams Wealth Advisors's CEG Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Constellation Energy (CEG) stake by 13% in Q2 2026, selling an estimated $36.6K and leaving 866 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #283.

Moss Adams Wealth Advisors first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $303K in Q4 2025. 766 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Moss Adams Wealth Advisors held 866 shares of Constellation Energy worth $215K as of Q2 2026.
Moss Adams Wealth Advisors sold 130 Constellation Energy shares in Q2 2026, an estimated $36.6K.
Constellation Energy made up 0.01% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #283 holding.
Moss Adams Wealth Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
Moss Adams Wealth Advisors's Constellation Energy position peaked at $303K in Q4 2025.
766 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.