Net Worth Advisory Group’s Constellation Energy CEG Stock Holding History

Net Worth Advisory 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	$391K	Sell	1,576 -117	-7%	-$33K	0.1%	213
2026 Q1	$473K	Sell	1,693 -132	-7%	-$40.1K	0.1%	209
2025 Q4	$645K	Sell	1,825 -273	-13%	-$99.2K	0.13%	170
2025 Q3	$690K	Sell	2,098 -2,224	-51%	-$718K	0.2%	107
2025 Q2	$1.39M	Sell	4,322 -695	-14%	-$184K	0.31%	69
2025 Q1	$1.01M	Buy	5,017 +2,003	+66%	+$537K	0.32%	51
2024 Q4	$674K	Sell	3,014 -177	-6%	-$44.1K	0.2%	108
2024 Q3	$830K	Buy	+3,191	New	+$634K	0.25%	76

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

Net Worth Advisory Group's CEG Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Constellation Energy (CEG) stake by 6.9% in Q2 2026, selling an estimated $33K and leaving 1,576 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #213.

Net Worth Advisory Group first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q2 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Net Worth Advisory Group held 1,576 shares of Constellation Energy worth $391K as of Q2 2026.
Net Worth Advisory Group sold 117 Constellation Energy shares in Q2 2026, an estimated $33K.
Constellation Energy made up 0.1% of Net Worth Advisory Group's portfolio in Q2 2026, its #213 holding.
Net Worth Advisory Group first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Constellation Energy position peaked at $1.39M in Q2 2025.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.