Pinnacle Wealth Management Advisory Group’s Constellation Energy CEG Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$279K	Buy	1,122 +145	+15%	+$40.8K	0.02%	441
2026 Q1	$273K	Sell	977 -62	-6%	-$18.8K	0.02%	437
2025 Q4	$367K	Buy	1,039 +42	+4%	+$15.3K	0.03%	344
2025 Q3	$328K	Sell	997 -89	-8%	-$28.7K	0.02%	291
2025 Q2	$351K	Sell	1,086 -46	-4%	-$12.2K	0.03%	274
2025 Q1	$228K	Sell	1,132 -77	-6%	-$20.6K	0.02%	318
2024 Q4	$270K	Buy	1,209 +3	+0.2%	+$748	0.03%	301
2024 Q3	$314K	Hold	1,206	–	–	0.03%	273
2024 Q2	$242K	Buy	1,206 +44	+4%	+$8.98K	0.02%	304
2024 Q1	$215K	Buy	+1,162	New	+$165K	0.02%	319

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

Pinnacle Wealth Management Advisory Group's CEG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Constellation Energy (CEG) stake by 15% in Q2 2026, buying an estimated $40.8K and bringing the position to 1,122 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #441.

Pinnacle Wealth Management Advisory Group first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $367K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,122 shares of Constellation Energy worth $279K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 145 Constellation Energy shares in Q2 2026, an estimated $40.8K.
Constellation Energy made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #441 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
Pinnacle Wealth Management Advisory Group's Constellation Energy position peaked at $367K in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.