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River Wealth Advisors’s Constellation Energy CEG Stock Holding History

River 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 		$4.33M Sell
17,448
-463
-3% -$130K 0.45% 49
2026
Q1 		$5M Buy
17,911
+218
+1% +$66.3K 0.57% 46
2025
Q4 		$6.25M Buy
17,693
+1,183
+7% +$430K 0.7% 38
2025
Q3 		$5.43M Buy
16,510
+589
+4% +$190K 0.64% 42
2025
Q2 		$5.14M Buy
15,921
+748
+5% +$198K 0.64% 43
2025
Q1 		$3.06M Buy
15,173
+14,049
+1,250% +$3.77M 0.43% 56
2024
Q4 		$252K Buy
1,124
+85
+8% +$21.2K 0.03% 194
2024
Q3 		$270K Buy
+1,039
New +$206K 0.04% 187
2023
Q3 		– Sell
-2,460
Closed -$225K – 201
2023
Q2 		$225K Buy
+2,460
New +$204K 0.04% 200
2023
Q1 		– Sell
-2,325
Closed -$200K – 209
2022
Q4 		$200K Buy
+2,325
New +$209K 0.04% 202

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

River Wealth Advisors's CEG Position: Q2 2026 in Review

River Wealth Advisors reduced its Constellation Energy (CEG) stake by 2.6% in Q2 2026, selling an estimated $130K and leaving 17,448 shares worth $4.33M. The position accounts for 0.45% of the portfolio, ranked #49.

River Wealth Advisors first reported a position in CEG in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.25M in Q4 2025. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • River Wealth Advisors held 17,448 shares of Constellation Energy worth $4.33M as of Q2 2026.
  • River Wealth Advisors sold 463 Constellation Energy shares in Q2 2026, an estimated $130K.
  • Constellation Energy made up 0.45% of River Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • River Wealth Advisors first reported a position in Constellation Energy in Q4 2022 and has held it in 10 quarters since.
  • River Wealth Advisors's Constellation Energy position peaked at $6.25M in Q4 2025.
  • 1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.