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

Redwood 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 		– Sell
-720
Closed -$201K – 22
2026
Q1 		$201K Hold
720
– – 0.09% 169
2025
Q4 		$254K Sell
720
-2
-0.3% -$727 0.11% 150
2025
Q3 		$238K Hold
722
– – 0.1% 157
2025
Q2 		$233K Buy
+722
New +$191K 0.1% 162
2024
Q3 		– Sell
-716
Closed -$143K – 323
2024
Q2 		$143K Buy
+716
New +$146K 0.11% 152

Other funds holding CEG

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 720 shares — an estimated $201K sold.

Redwood Wealth Management Group first reported a position in CEG in Q2 2024 and held it in 5 quarters. The position peaked at $254K in Q4 2025. 1,042 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 720 Constellation Energy shares in Q2 2026, an estimated $201K.
  • Redwood Wealth Management Group first reported a position in Constellation Energy in Q2 2024 and held it in 5 quarters.
  • Redwood Wealth Management Group's Constellation Energy position peaked at $254K in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.