Significant Wealth Partners’s Constellation Energy CEG Stock Holding History

Significant Wealth Partners’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	$753K	Hold	3,031	–	–	0.82%	35
2026 Q1	$846K	Hold	3,031	–	–	1.04%	31
2025 Q4	$1.07M	Sell	3,031 -386	-11%	-$140K	1.19%	9
2025 Q3	$1.12M	Buy	3,417 +16	+0.5%	+$5.16K	0.55%	11
2025 Q2	$1.1M	Buy	3,401 +124	+4%	+$32.8K	0.54%	11
2025 Q1	$661K	Sell	3,277 -11	-0.3%	-$2.95K	0.34%	16
2024 Q4	$736K	Buy	3,288 +1	+0%	+$249	0.38%	12
2024 Q3	$855K	Sell	3,287 -39	-1%	-$7.75K	0.44%	9
2024 Q2	$666K	Buy	3,326 +720	+28%	+$147K	0.37%	11
2024 Q1	$482K	Sell	2,606 -727	-22%	-$103K	0.32%	80
2023 Q4	$390K	Buy	+3,333	New	+$389K	0.28%	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

Significant Wealth Partners's CEG Position: Q2 2026 in Review

Significant Wealth Partners held its Constellation Energy (CEG) position steady in Q2 2026 at 3,031 shares worth $753K. The position accounts for 0.82% of the portfolio, ranked #35.

Significant Wealth Partners first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2025. 1,856 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Significant Wealth Partners held 3,031 shares of Constellation Energy worth $753K as of Q2 2026.
Significant Wealth Partners left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up 0.82% of Significant Wealth Partners's portfolio in Q2 2026, its #35 holding.
Significant Wealth Partners first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
Significant Wealth Partners's Constellation Energy position peaked at $1.12M in Q3 2025.
1,856 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.