Prestige Wealth Management Group’s Constellation Energy CEG Stock Holding History

Prestige Wealth Management 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	$496K	Buy	1,997 +104	+5%	+$29.3K	0.09%	110
2026 Q1	$529K	Sell	1,893 -1	-0.1%	-$304	0.1%	98
2025 Q4	$669K	Buy	1,894 +40	+2%	+$14.5K	0.13%	86
2025 Q3	$610K	Buy	1,854 +8	+0.4%	+$2.58K	0.12%	91
2025 Q2	$596K	Buy	1,846 +52	+3%	+$13.8K	0.12%	90
2025 Q1	$362K	Buy	1,794 +1,189	+197%	+$319K	0.08%	120
2024 Q4	$135K	Buy	605 +50	+9%	+$12.5K	0.03%	179
2024 Q3	$144K	Buy	555 +2	+0.4%	+$397	0.03%	172
2024 Q2	$111K	Hold	553	–	–	0.02%	167
2024 Q1	$102K	Hold	553	–	–	0.02%	199
2023 Q4	$64.6K	Buy	553 +14	+3%	+$1.63K	0.01%	223
2023 Q3	$58.8K	Hold	539	–	–	0.01%	227
2023 Q2	$49.3K	Buy	539 +5	+0.9%	+$415	0.01%	262
2023 Q1	$41.9K	Sell	534 -4	-0.7%	-$324	0.01%	257
2022 Q4	$46.4K	Buy	538 +6	+1%	+$540	0.01%	261
2022 Q3	$44K	Hold	532	–	–	0.01%	238
2022 Q2	$31K	Hold	532	–	–	0.01%	273
2022 Q1	$30K	Buy	+532	New	+$26K	0.01%	285

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

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

Prestige Wealth Management Group increased its Constellation Energy (CEG) stake by 5.5% in Q2 2026, buying an estimated $29.3K and bringing the position to 1,997 shares worth $496K. The position accounts for 0.09% of the portfolio, ranked #110.

Prestige Wealth Management Group first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $669K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Prestige Wealth Management Group held 1,997 shares of Constellation Energy worth $496K as of Q2 2026.
Prestige Wealth Management Group bought 104 Constellation Energy shares in Q2 2026, an estimated $29.3K.
Constellation Energy made up 0.09% of Prestige Wealth Management Group's portfolio in Q2 2026, its #110 holding.
Prestige Wealth Management Group first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
Prestige Wealth Management Group's Constellation Energy position peaked at $669K in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.