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

Private 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	$45.5K	Buy	183 +10	+6%	+$2.82K	0.01%	248
2026 Q1	$48.3K	Hold	173	–	–	0.01%	196
2025 Q4	$61.1K	Hold	173	–	–	0.02%	171
2025 Q3	$56.9K	Hold	173	–	–	0.02%	173
2025 Q2	$55.8K	Sell	173 -8	-4%	-$2.12K	0.02%	155
2025 Q1	$36.5K	Hold	181	–	–	0.01%	204
2024 Q4	$40.5K	Hold	181	–	–	0.02%	194
2024 Q3	$47.1K	Hold	181	–	–	0.02%	169
2024 Q2	$36.2K	Hold	181	–	–	0.02%	187
2024 Q1	$33.5K	Hold	181	–	–	0.02%	201
2023 Q4	$21.2K	Buy	+181	New	+$21.1K	0.01%	258

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

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

Private Wealth Management Group increased its Constellation Energy (CEG) stake by 5.8% in Q2 2026, buying an estimated $2.82K and bringing the position to 183 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #248.

Private Wealth Management Group first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $61.1K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Private Wealth Management Group held 183 shares of Constellation Energy worth $45.5K as of Q2 2026.
Private Wealth Management Group bought 10 Constellation Energy shares in Q2 2026, an estimated $2.82K.
Constellation Energy made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #248 holding.
Private Wealth Management Group first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Constellation Energy position peaked at $61.1K in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.