Ritholtz Wealth Management’s Constellation Energy CEG Stock Holding History

Ritholtz Wealth Management’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	$654K	Sell	2,632 -853	-24%	-$240K	0.01%	760
2026 Q1	$973K	Buy	3,485 +30	+0.9%	+$9.12K	0.02%	556
2025 Q4	$1.22M	Buy	3,455 +223	+7%	+$81K	0.02%	459
2025 Q3	$1.06M	Buy	3,232 +396	+14%	+$128K	0.02%	479
2025 Q2	$915K	Buy	2,836 +926	+48%	+$245K	0.02%	474
2025 Q1	$385K	Buy	1,910 +635	+50%	+$170K	0.01%	664
2024 Q4	$285K	Buy	1,275 +279	+28%	+$69.6K	0.01%	725
2024 Q3	$259K	Buy	+996	New	+$198K	0.01%	741
2022 Q4	–	Sell	-2,446	Closed	-$203K	–	598
2022 Q3	$203K	Buy	+2,446	New	+$180K	0.01%	655

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ritholtz Wealth Management's CEG Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Constellation Energy (CEG) stake by 24% in Q2 2026, selling an estimated $240K and leaving 2,632 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #760.

Ritholtz Wealth Management first reported a position in CEG in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Ritholtz Wealth Management held 2,632 shares of Constellation Energy worth $654K as of Q2 2026.
Ritholtz Wealth Management sold 853 Constellation Energy shares in Q2 2026, an estimated $240K.
Constellation Energy made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #760 holding.
Ritholtz Wealth Management first reported a position in Constellation Energy in Q3 2022 and has held it in 9 quarters since.
Ritholtz Wealth Management's Constellation Energy position peaked at $1.22M in Q4 2025.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.