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Quotient Wealth Partners’s Constellation Energy CEG Stock Holding History

Quotient Wealth Partners’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 		$265K Sell
1,069
-57
-5% -$16.1K 0.01% 338
2026
Q1 		$314K Sell
1,126
-77
-6% -$23.4K 0.01% 272
2025
Q4 		$425K Sell
1,203
-177
-13% -$64.3K 0.01% 220
2025
Q3 		$454K Buy
1,380
+231
+20% +$74.6K 0.01% 209
2025
Q2 		$371K Buy
1,149
+20
+2% +$5.29K 0.01% 232
2025
Q1 		$228K Sell
1,129
-41
-4% -$11K 0.01% 308
2024
Q4 		$262K Buy
1,170
+280
+31% +$69.8K 0.01% 269
2024
Q3 		$231K Buy
+890
New +$177K 0.01% 291

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Quotient Wealth Partners's CEG Position: Q2 2026 in Review

Quotient Wealth Partners reduced its Constellation Energy (CEG) stake by 5.1% in Q2 2026, selling an estimated $16.1K and leaving 1,069 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #338.

Quotient Wealth Partners first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $454K in Q3 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Quotient Wealth Partners held 1,069 shares of Constellation Energy worth $265K as of Q2 2026.
  • Quotient Wealth Partners sold 57 Constellation Energy shares in Q2 2026, an estimated $16.1K.
  • Constellation Energy made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #338 holding.
  • Quotient Wealth Partners first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Quotient Wealth Partners's Constellation Energy position peaked at $454K in Q3 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.