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Powell Investment Advisors’s Constellation Energy CEG Stock Holding History

Powell Investment 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 		– Sell
-3,300
Closed -$922K – 168
2026
Q1 		$922K Hold
3,300
– – 0.32% 48
2025
Q4 		$1.17M Hold
3,300
– – 0.4% 33
2025
Q3 		$1.09M Hold
3,300
– – 0.38% 36
2025
Q2 		$1.07M Buy
+3,300
New +$873K 0.4% 34

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Powell Investment Advisors's CEG Position: Q2 2026 in Review

Powell Investment Advisors sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 3,300 shares — an estimated $922K sold.

Powell Investment Advisors first reported a position in CEG in Q2 2025 and held it in 4 quarters. The position peaked at $1.17M in Q4 2025. 1,073 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Powell Investment Advisors reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Powell Investment Advisors sold 3,300 Constellation Energy shares in Q2 2026, an estimated $922K.
  • Powell Investment Advisors first reported a position in Constellation Energy in Q2 2025 and held it in 4 quarters.
  • Powell Investment Advisors's Constellation Energy position peaked at $1.17M in Q4 2025.
  • 1,073 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.