Parsonex Advisory Services’s Constellation Energy CEG Stock Holding History

Parsonex Advisory Services’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	–	Sell	-833	Closed	-$233K	–	53
2026 Q1	$233K	Sell	833 -2,651	-76%	-$806K	0.23%	49
2025 Q4	$1.23M	Sell	3,484 -119	-3%	-$43.2K	0.78%	34
2025 Q3	$1.19M	Sell	3,603 -146	-4%	-$47.1K	0.81%	34
2025 Q2	$1.21M	Buy	+3,749	New	+$992K	1.01%	33

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

Parsonex Advisory Services's CEG Position: Q2 2026 in Review

Parsonex Advisory Services sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 833 shares — an estimated $233K sold.

Parsonex Advisory Services first reported a position in CEG in Q2 2025 and held it in 4 quarters. The position peaked at $1.23M in Q4 2025. 1,848 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Parsonex Advisory Services reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
Parsonex Advisory Services sold 833 Constellation Energy shares in Q2 2026, an estimated $233K.
Parsonex Advisory Services first reported a position in Constellation Energy in Q2 2025 and held it in 4 quarters.
Parsonex Advisory Services's Constellation Energy position peaked at $1.23M in Q4 2025.
1,848 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.