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RMR Wealth Builders’s Constellation Energy CEG Stock Holding History

RMR Wealth Builders’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 		$4.27M Buy
17,172
+4,462
+35% +$1.26M 0.26% 61
2026
Q1 		$3.55M Buy
12,710
+1,017
+9% +$309K 0.28% 51
2025
Q4 		$4.13M Buy
11,693
+787
+7% +$286K 0.33% 46
2025
Q3 		$3.59M Sell
10,906
-33
-0.3% -$10.7K 0.3% 45
2025
Q2 		$3.53M Sell
10,939
-14
-0.1% -$3.71K 0.32% 41
2025
Q1 		$2.21M Buy
10,953
+492
+5% +$132K 0.23% 58
2024
Q4 		$2.34M Buy
10,461
+333
+3% +$83K 0.24% 54
2024
Q3 		$2.63M Sell
10,128
-359
-3% -$71.3K 0.28% 45
2024
Q2 		$2.1M Buy
10,487
+1,199
+13% +$245K 0.24% 52
2024
Q1 		$1.72M Buy
9,288
+5,836
+169% +$829K 0.21% 61
2023
Q4 		$403K Sell
3,452
-264
-7% -$30.8K 0.06% 166
2023
Q3 		$405K Buy
+3,716
New +$383K 0.06% 155

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RMR Wealth Builders's CEG Position: Q2 2026 in Review

RMR Wealth Builders increased its Constellation Energy (CEG) stake by 35% in Q2 2026, buying an estimated $1.26M and bringing the position to 17,172 shares worth $4.27M. The position accounts for 0.26% of the portfolio, ranked #61.

RMR Wealth Builders first reported a position in CEG in Q3 2023 and has held it in 12 quarters since. 581 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • RMR Wealth Builders held 17,172 shares of Constellation Energy worth $4.27M as of Q2 2026.
  • RMR Wealth Builders bought 4,462 Constellation Energy shares in Q2 2026, an estimated $1.26M.
  • Constellation Energy made up 0.26% of RMR Wealth Builders's portfolio in Q2 2026, its #61 holding.
  • RMR Wealth Builders first reported a position in Constellation Energy in Q3 2023 and has held it in 12 quarters since.
  • 581 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.