RIA
CEG icon

Regal Investment Advisors’s Constellation Energy CEG Stock Holding History

Regal Investment Advisors’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 		$3.05M Buy
12,291
+1,837
+18% +$517K 0.16% 156
2026
Q1 		$2.92M Buy
10,454
+4,625
+79% +$1.41M 0.17% 147
2025
Q4 		$2.06M Buy
5,829
+1
+0% +$363 0.12% 189
2025
Q3 		$1.92M Buy
5,828
+408
+8% +$132K 0.12% 182
2025
Q2 		$1.75M Sell
5,420
-137
-2% -$36.3K 0.13% 169
2025
Q1 		$1.12M Sell
5,557
-1,372
-20% -$368K 0.09% 208
2024
Q4 		$1.55M Buy
6,929
+2,108
+44% +$526K 0.12% 188
2024
Q3 		$1.25M Buy
4,821
+20
+0.4% +$3.97K 0.09% 220
2024
Q2 		$961K Hold
4,801
– – 0.06% 258
2024
Q1 		$887K Sell
4,801
-100
-2% -$14.2K 0.06% 257
2023
Q4 		$573K Buy
4,901
+37
+0.8% +$4.32K 0.04% 302
2023
Q3 		$531K Sell
4,864
-234
-5% -$24.1K 0.04% 281
2023
Q2 		$467K Sell
5,098
-757
-13% -$62.8K 0.04% 308
2023
Q1 		$460K Sell
5,855
-264
-4% -$21.4K 0.04% 296
2022
Q4 		$528K Sell
6,119
-396
-6% -$35.6K 0.05% 267
2022
Q3 		$542K Buy
6,515
+26
+0.4% +$1.92K 0.06% 249
2022
Q2 		$372K Buy
6,489
+1,045
+19% +$62.9K 0.04% 332
2022
Q1 		$306K Buy
+5,444
New +$266K 0.03% 403

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

Regal Investment Advisors's CEG Position: Q2 2026 in Review

Regal Investment Advisors increased its Constellation Energy (CEG) stake by 18% in Q2 2026, buying an estimated $517K and bringing the position to 12,291 shares worth $3.05M. The position accounts for 0.16% of the portfolio, ranked #156.

Regal Investment Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Regal Investment Advisors held 12,291 shares of Constellation Energy worth $3.05M as of Q2 2026.
  • Regal Investment Advisors bought 1,837 Constellation Energy shares in Q2 2026, an estimated $517K.
  • Constellation Energy made up 0.16% of Regal Investment Advisors's portfolio in Q2 2026, its #156 holding.
  • Regal Investment Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.