Resonant Capital Advisors’s Constellation Energy CEG Stock Holding History

Resonant Capital 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	$583K	Sell	2,349 -210	-8%	-$59.1K	0.03%	264
2026 Q1	$715K	Sell	2,559 -15	-0.6%	-$4.56K	0.04%	215
2025 Q4	$909K	Buy	2,574 +27	+1%	+$9.81K	0.05%	173
2025 Q3	$838K	Buy	2,547 +21	+0.8%	+$6.78K	0.05%	181
2025 Q2	$815K	Buy	2,526 +417	+20%	+$110K	0.05%	179
2025 Q1	$425K	Buy	2,109 +5	+0.2%	+$1.34K	0.03%	231
2024 Q4	$471K	Buy	2,104 +58	+3%	+$14.5K	0.03%	214
2024 Q3	$532K	Buy	2,046 +31	+2%	+$6.16K	0.04%	208
2024 Q2	$404K	Buy	2,015 +104	+5%	+$21.2K	0.03%	220
2024 Q1	$353K	Buy	1,911 +107	+6%	+$15.2K	0.03%	240
2023 Q4	$211K	Buy	+1,804	New	+$211K	0.02%	274

Other funds holding CEG

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Resonant Capital Advisors's CEG Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Constellation Energy (CEG) stake by 8.2% in Q2 2026, selling an estimated $59.1K and leaving 2,349 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #264.

Resonant Capital Advisors first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $909K in Q4 2025. 899 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Resonant Capital Advisors held 2,349 shares of Constellation Energy worth $583K as of Q2 2026.
Resonant Capital Advisors sold 210 Constellation Energy shares in Q2 2026, an estimated $59.1K.
Constellation Energy made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #264 holding.
Resonant Capital Advisors first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
Resonant Capital Advisors's Constellation Energy position peaked at $909K in Q4 2025.
899 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.