Pension & Wealth Management Advisors’s Constellation Energy CEG Stock Holding History

Pension & Wealth Management 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	$185K	Sell	744 -35	-4%	-$9.86K	0.05%	182
2026 Q1	$218K	Hold	779	–	–	0.06%	158
2025 Q4	$276K	Buy	779 +13	+2%	+$4.72K	0.08%	144
2025 Q3	$252K	Sell	766 -42	-5%	-$13.6K	0.08%	135
2025 Q2	$261K	Buy	808 +19	+2%	+$5.03K	0.09%	121
2025 Q1	$159K	Buy	789 +563	+249%	+$151K	0.06%	154
2024 Q4	$50.6K	Buy	+226	New	+$56.4K	0.02%	261

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pension & Wealth Management Advisors's CEG Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Constellation Energy (CEG) stake by 4.5% in Q2 2026, selling an estimated $9.86K and leaving 744 shares worth $185K. The position accounts for 0.05% of the portfolio, ranked #182.

Pension & Wealth Management Advisors first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Pension & Wealth Management Advisors held 744 shares of Constellation Energy worth $185K as of Q2 2026.
Pension & Wealth Management Advisors sold 35 Constellation Energy shares in Q2 2026, an estimated $9.86K.
Constellation Energy made up 0.05% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #182 holding.
Pension & Wealth Management Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
Pension & Wealth Management Advisors's Constellation Energy position peaked at $276K in Q4 2025.
1,763 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.