N.E.W. Advisory Services’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$338K Buy
1,359
+76
+6% +$21.4K 0.02% 177
2026
Q1
$358K Buy
1,283
+485
+61% +$147K 0.03% 158
2025
Q4
$282K Buy
798
+24
+3% +$8.72K 0.02% 177
2025
Q3
$255K Buy
774
+10
+1% +$3.23K 0.02% 165
2025
Q2
$247K Buy
764
+30
+4% +$7.94K 0.02% 167
2025
Q1
$148K Buy
+734
New +$197K 0.01% 234

Other funds holding CEG

N.E.W. Advisory Services's CEG Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Constellation Energy (CEG) stake by 5.9% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,359 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #177.

N.E.W. Advisory Services first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $358K in Q1 2026. 1,271 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • N.E.W. Advisory Services held 1,359 shares of Constellation Energy worth $338K as of Q2 2026.
  • N.E.W. Advisory Services bought 76 Constellation Energy shares in Q2 2026, an estimated $21.4K.
  • Constellation Energy made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #177 holding.
  • N.E.W. Advisory Services first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Constellation Energy position peaked at $358K in Q1 2026.
  • 1,271 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.