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Physician Wealth Advisors’s Constellation Energy CEG Stock Holding History

Physician Wealth 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 		$17.9K Sell
72
-61
-46% -$17.2K ﹤0.01% 698
2026
Q1 		$37.1K Sell
133
-21
-14% -$6.38K 0.01% 467
2025
Q4 		$54.3K Buy
154
+6
+4% +$2.18K 0.01% 374
2025
Q3 		$48.6K Buy
148
+73
+97% +$23.6K 0.01% 382
2025
Q2 		$24.1K Buy
75
+35
+88% +$9.26K ﹤0.01% 476
2025
Q1 		$7.99K Buy
40
+36
+900% +$9.65K ﹤0.01% 648
2024
Q4 		$895 Buy
+4
New +$997 ﹤0.01% 970

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

Physician Wealth Advisors's CEG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Constellation Energy (CEG) stake by 46% in Q2 2026, selling an estimated $17.2K and leaving 72 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Physician Wealth Advisors first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.3K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Physician Wealth Advisors held 72 shares of Constellation Energy worth $17.9K as of Q2 2026.
  • Physician Wealth Advisors sold 61 Constellation Energy shares in Q2 2026, an estimated $17.2K.
  • Constellation Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #698 holding.
  • Physician Wealth Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Constellation Energy position peaked at $54.3K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.