Paragon Private Wealth Management’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$809K Buy
3,257
+659
+25% +$186K 0.21% 117
2026
Q1
$726K Buy
2,598
+104
+4% +$31.6K 0.23% 115
2025
Q4
$881K Buy
2,494
+592
+31% +$215K 0.27% 103
2025
Q3
$626K Buy
1,902
+1,057
+125% +$341K 0.21% 125
2025
Q2
$273K Buy
+845
New +$224K 0.11% 167

Other funds holding CEG

Paragon Private Wealth Management's CEG Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Constellation Energy (CEG) stake by 25% in Q2 2026, buying an estimated $186K and bringing the position to 3,257 shares worth $809K. The position accounts for 0.21% of the portfolio, ranked #117.

Paragon Private Wealth Management first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $881K in Q4 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Paragon Private Wealth Management held 3,257 shares of Constellation Energy worth $809K as of Q2 2026.
  • Paragon Private Wealth Management bought 659 Constellation Energy shares in Q2 2026, an estimated $186K.
  • Constellation Energy made up 0.21% of Paragon Private Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Paragon Private Wealth Management first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Paragon Private Wealth Management's Constellation Energy position peaked at $881K in Q4 2025.
  • 1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.