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SHP Wealth Management’s Constellation Energy CEG Stock Holding History

SHP 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 		$462K Buy
1,858
+177
+11% +$49.8K 0.03% 187
2026
Q1 		$469K Sell
1,681
-401
-19% -$122K 0.04% 161
2025
Q4 		$735K Buy
+2,082
New +$757K 0.06% 106

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Constellation Energy (CEG) stake by 11% in Q2 2026, buying an estimated $49.8K and bringing the position to 1,858 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #187.

SHP Wealth Management first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $735K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • SHP Wealth Management held 1,858 shares of Constellation Energy worth $462K as of Q2 2026.
  • SHP Wealth Management bought 177 Constellation Energy shares in Q2 2026, an estimated $49.8K.
  • Constellation Energy made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #187 holding.
  • SHP Wealth Management first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Constellation Energy position peaked at $735K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.