Mount Yale Investment Advisors’s Constellation Energy CEG Stock Holding History

Mount Yale 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	$1.75M	Buy	7,026 +463	+7%	+$130K	0.03%	446
2026 Q1	$1.83M	Buy	6,563 +2,872	+78%	+$873K	0.04%	388
2025 Q4	$1.3M	Buy	3,691 +653	+21%	+$237K	0.06%	267
2025 Q3	$1,000K	Buy	3,038 +119	+4%	+$38.4K	0.07%	284
2025 Q2	$942K	Buy	+2,919	New	+$772K	0.07%	218
2024 Q4	–	Sell	-2,814	Closed	-$732K	–	563
2024 Q3	$732K	Buy	2,814 +151	+6%	+$30K	0.07%	257
2024 Q2	$533K	Buy	+2,663	New	+$543K	0.04%	331
2023 Q2	–	Sell	-13,808	Closed	-$1.08M	–	490
2023 Q1	$1.08M	Buy	+13,808	New	+$1.12M	0.12%	169

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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's CEG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Constellation Energy (CEG) stake by 7.1% in Q2 2026, buying an estimated $130K and bringing the position to 7,026 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #446.

Mount Yale Investment Advisors first reported a position in CEG in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.83M in Q1 2026. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Mount Yale Investment Advisors held 7,026 shares of Constellation Energy worth $1.75M as of Q2 2026.
Mount Yale Investment Advisors bought 463 Constellation Energy shares in Q2 2026, an estimated $130K.
Constellation Energy made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #446 holding.
Mount Yale Investment Advisors first reported a position in Constellation Energy in Q1 2023 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Constellation Energy position peaked at $1.83M in Q1 2026.
1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.