Shelton Wealth Management’s Constellation Energy CEG Stock Holding History

Shelton 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	$1.28M	Buy	5,162 +300	+6%	+$84.5K	0.5%	69
2026 Q1	$1.36M	Buy	4,862 +580	+14%	+$176K	0.59%	52
2025 Q4	$1.51M	Buy	4,282 +300	+8%	+$109K	0.65%	45
2025 Q3	$1.31M	Sell	3,982 -120	-3%	-$38.7K	0.59%	56
2025 Q2	$1.32M	Buy	4,102 +484	+13%	+$128K	0.64%	53
2025 Q1	$729K	Sell	3,618 -1,077	-23%	-$289K	0.4%	88
2024 Q4	$1.05M	Buy	4,695 +200	+4%	+$49.9K	0.54%	66
2024 Q3	$1.17M	Buy	4,495 +1,734	+63%	+$345K	0.63%	49
2024 Q2	$553K	Sell	2,761 -88	-3%	-$18K	0.31%	92
2024 Q1	$527K	Buy	2,849 +748	+36%	+$106K	0.33%	76
2023 Q4	$246K	Buy	+2,101	New	+$245K	0.17%	98

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

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

Shelton Wealth Management increased its Constellation Energy (CEG) stake by 6.2% in Q2 2026, buying an estimated $84.5K and bringing the position to 5,162 shares worth $1.28M. The position accounts for 0.5% of the portfolio, ranked #69.

Shelton Wealth Management first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Shelton Wealth Management held 5,162 shares of Constellation Energy worth $1.28M as of Q2 2026.
Shelton Wealth Management bought 300 Constellation Energy shares in Q2 2026, an estimated $84.5K.
Constellation Energy made up 0.5% of Shelton Wealth Management's portfolio in Q2 2026, its #69 holding.
Shelton Wealth Management first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
Shelton Wealth Management's Constellation Energy position peaked at $1.51M in Q4 2025.
1,856 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.