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Olistico Wealth’s Constellation Energy CEG Stock Holding History

Olistico Wealth’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 		$19.1K Hold
77
– – 0.01% 217
2026
Q1 		$21.5K Buy
77
+18
+31% +$5.47K 0.01% 209
2025
Q4 		$20.8K Buy
+59
New +$21.4K 0.01% 214
2025
Q3 		– Sell
-59
Closed -$19K – 130
2025
Q2 		$19K Hold
59
– – 0.01% 230
2025
Q1 		$11.9K Buy
+59
New +$15.8K 0.01% 241

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Olistico Wealth's CEG Position: Q2 2026 in Review

Olistico Wealth held its Constellation Energy (CEG) position steady in Q2 2026 at 77 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #217.

Olistico Wealth first reported a position in CEG in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.5K in Q1 2026. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Olistico Wealth held 77 shares of Constellation Energy worth $19.1K as of Q2 2026.
  • Olistico Wealth left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #217 holding.
  • Olistico Wealth first reported a position in Constellation Energy in Q1 2025 and has held it in 5 quarters since.
  • Olistico Wealth's Constellation Energy position peaked at $21.5K in Q1 2026.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.