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Regent Peak Wealth Advisors’s Constellation Energy CEG Stock Holding History

Regent Peak Wealth 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 		$498K Sell
2,005
-36
-2% -$10.1K 0.09% 96
2026
Q1 		$570K Buy
2,041
+18
+0.9% +$5.47K 0.12% 80
2025
Q4 		$715K Buy
2,023
+15
+0.7% +$5.45K 0.14% 62
2025
Q3 		$661K Buy
+2,008
New +$648K 0.13% 65
2025
Q1 		$411K Buy
2,036
+104
+5% +$27.9K 0.1% 92
2024
Q4 		$432K Sell
1,932
-2
-0.1% -$499 0.1% 95
2024
Q3 		$503K Buy
1,934
+7
+0.4% +$1.39K 0.12% 86
2024
Q2 		$386K Sell
1,927
-18
-0.9% -$3.67K 0.09% 104
2024
Q1 		$360K Sell
1,945
-41
-2% -$5.82K 0.09% 104
2023
Q4 		$232K Buy
1,986
+16
+0.8% +$1.87K 0.06% 135
2023
Q3 		$215K Buy
+1,970
New +$203K 0.07% 135

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

Regent Peak Wealth Advisors's CEG Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Constellation Energy (CEG) stake by 1.8% in Q2 2026, selling an estimated $10.1K and leaving 2,005 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #96.

Regent Peak Wealth Advisors first reported a position in CEG in Q3 2023 and has held it in 11 quarters since. The position peaked at $715K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,005 shares of Constellation Energy worth $498K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 36 Constellation Energy shares in Q2 2026, an estimated $10.1K.
  • Constellation Energy made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Regent Peak Wealth Advisors first reported a position in Constellation Energy in Q3 2023 and has held it in 11 quarters since.
  • Regent Peak Wealth Advisors's Constellation Energy position peaked at $715K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.