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Simplicity Wealth’s Constellation Energy CEG Stock Holding History

Simplicity Wealth’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 		$536K Buy
2,158
+380
+21% +$107K 0.02% 614
2026
Q1 		$497K Buy
1,778
+247
+16% +$75.1K 0.03% 455
2025
Q4 		$541K Buy
1,531
+176
+13% +$64K 0.03% 409
2025
Q3 		$446K Sell
1,355
-1,209
-47% -$390K 0.03% 467
2025
Q2 		$828K Buy
+2,564
New +$678K 0.03% 366
2024
Q3 		– Sell
-8,013
Closed -$1.6M – 599
2024
Q2 		$1.6M Buy
8,013
+449
+6% +$91.6K 0.04% 395
2024
Q1 		$1.4M Buy
+7,564
New +$1.07M 0.03% 430

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 $3.37T AUM 44.26% 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

Simplicity Wealth's CEG Position: Q2 2026 in Review

Simplicity Wealth increased its Constellation Energy (CEG) stake by 21% in Q2 2026, buying an estimated $107K and bringing the position to 2,158 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #614.

Simplicity Wealth first reported a position in CEG in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q2 2024. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Simplicity Wealth held 2,158 shares of Constellation Energy worth $536K as of Q2 2026.
  • Simplicity Wealth bought 380 Constellation Energy shares in Q2 2026, an estimated $107K.
  • Constellation Energy made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #614 holding.
  • Simplicity Wealth first reported a position in Constellation Energy in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Constellation Energy position peaked at $1.6M in Q2 2024.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.