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Peterson Wealth Services’s Constellation Energy CEG Stock Holding History

Peterson Wealth 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 		$216K Buy
871
+4
+0.5% +$1.13K 0.05% 126
2026
Q1 		$242K Buy
+867
New +$263K 0.06% 120

Other funds holding CEG

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Peterson Wealth Services's CEG Position: Q2 2026 in Review

Peterson Wealth Services increased its Constellation Energy (CEG) stake by 0.46% in Q2 2026, buying an estimated $1.13K and bringing the position to 871 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #126.

Peterson Wealth Services first reported a position in CEG in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 807 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Peterson Wealth Services held 871 shares of Constellation Energy worth $216K as of Q2 2026.
  • Peterson Wealth Services bought 4 Constellation Energy shares in Q2 2026, an estimated $1.13K.
  • Constellation Energy made up 0.05% of Peterson Wealth Services's portfolio in Q2 2026, its #126 holding.
  • Peterson Wealth Services first reported a position in Constellation Energy in Q1 2026 and has held it in 2 quarters since.
  • Peterson Wealth Services's Constellation Energy position peaked at $242K in Q1 2026.
  • 807 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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