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National Wealth Management Group’s Constellation Energy CEG Stock Holding History

National Wealth Management Group’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 		$230K Sell
925
-3
-0.3% -$845 0.07% 206
2026
Q1 		$259K Sell
928
-2
-0.2% -$608 0.1% 176
2025
Q4 		$329K Buy
930
+63
+7% +$22.9K 0.11% 172
2025
Q3 		$285K Buy
867
+193
+29% +$62.3K 0.11% 188
2025
Q2 		$218K Buy
+674
New +$178K 0.12% 148

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

National Wealth Management Group's CEG Position: Q2 2026 in Review

National Wealth Management Group reduced its Constellation Energy (CEG) stake by 0.32% in Q2 2026, selling an estimated $845 and leaving 925 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #206.

National Wealth Management Group first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $329K in Q4 2025. 418 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • National Wealth Management Group held 925 shares of Constellation Energy worth $230K as of Q2 2026.
  • National Wealth Management Group sold 3 Constellation Energy shares in Q2 2026, an estimated $845.
  • Constellation Energy made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #206 holding.
  • National Wealth Management Group first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • National Wealth Management Group's Constellation Energy position peaked at $329K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.