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ORBA Wealth Advisors’s Constellation Energy CEG Stock Holding History

ORBA Wealth 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 		$490K Buy
+1,974
New +$556K 0.42% 51
2026
Q1 		– Sell
-1,971
Closed -$696K – 67
2025
Q4 		$696K Buy
+1,971
New +$716K 0.6% 42

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

ORBA Wealth Advisors's CEG Position: Q2 2026 in Review

ORBA Wealth Advisors opened a new position in Constellation Energy (CEG) in Q2 2026: 1,974 shares worth $490K. The stake represents 0.42% of the portfolio and ranks #51 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in CEG as recently as Q4 2025.

ORBA Wealth Advisors first reported a position in CEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $696K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • ORBA Wealth Advisors held 1,974 shares of Constellation Energy worth $490K as of Q2 2026.
  • Constellation Energy was a new ORBA Wealth Advisors position in Q2 2026.
  • Constellation Energy made up 0.42% of ORBA Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • ORBA Wealth Advisors first reported a position in Constellation Energy in Q4 2025 and has held it in 2 quarters since.
  • ORBA Wealth Advisors's Constellation Energy position peaked at $696K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.