Sax Wealth Advisors’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$246K Buy
+882
New +$248K 0.01% 484

Other funds holding CEG

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

Sax Wealth Advisors opened a new position in Constellation Energy (CEG) in Q2 2026: 882 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #484 among its holdings.

375 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Sax Wealth Advisors held 882 shares of Constellation Energy worth $246K as of Q2 2026.
  • Constellation Energy was a new Sax Wealth Advisors position in Q2 2026.
  • Constellation Energy made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #484 holding.
  • 375 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.