Principia Wealth Advisory’s Constellation Energy CEG Stock Holding History

Principia Wealth Advisory’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	$5.71K	Buy	23 +1	+5%	+$282	﹤0.01%	337
2026 Q1	$6.14K	Hold	22	–	–	﹤0.01%	266
2025 Q4	$7.77K	Buy	22 +4	+22%	+$1.45K	﹤0.01%	224
2025 Q3	$5.92K	Buy	18 +2	+13%	+$645	﹤0.01%	250
2025 Q2	$5.16K	Buy	16 +3	+23%	+$794	﹤0.01%	235
2025 Q1	$2.8K	Buy	13 +5	+63%	+$1.34K	﹤0.01%	245
2024 Q4	$1.79K	Buy	+8	New	+$2K	﹤0.01%	259

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

Principia Wealth Advisory's CEG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Constellation Energy (CEG) stake by 4.5% in Q2 2026, buying an estimated $282 and bringing the position to 23 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Principia Wealth Advisory first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.77K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Principia Wealth Advisory held 23 shares of Constellation Energy worth $5.71K as of Q2 2026.
Principia Wealth Advisory bought 1 Constellation Energy share in Q2 2026, an estimated $282.
Constellation Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #337 holding.
Principia Wealth Advisory first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Constellation Energy position peaked at $7.77K in Q4 2025.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.