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ORG Wealth Partners’s Constellation Energy CEG Stock Holding History

ORG Wealth Partners’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 		$77K Hold
310
– – 0.01% 311
2026
Q1 		$86.6K Buy
+310
New +$94.2K 0.02% 295
2025
Q3 		– Sell
-115
Closed -$35.4K – 638
2025
Q2 		$35.4K Hold
115
– – 0.01% 354
2025
Q1 		$23.8K Sell
115
-341
-75% -$91.4K 0.01% 425
2024
Q4 		$102K Sell
456
-100
-18% -$24.9K 0.03% 170
2024
Q3 		$145K Buy
+556
New +$110K 0.05% 143

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

ORG Wealth Partners's CEG Position: Q2 2026 in Review

ORG Wealth Partners held its Constellation Energy (CEG) position steady in Q2 2026 at 310 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #311.

ORG Wealth Partners first reported a position in CEG in Q3 2024 and has held it in 6 quarters since. The position peaked at $145K in Q3 2024. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • ORG Wealth Partners held 310 shares of Constellation Energy worth $77K as of Q2 2026.
  • ORG Wealth Partners left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #311 holding.
  • ORG Wealth Partners first reported a position in Constellation Energy in Q3 2024 and has held it in 6 quarters since.
  • ORG Wealth Partners's Constellation Energy position peaked at $145K in Q3 2024.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.