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SOA Wealth Advisors’s Constellation Energy CEG Stock Holding History

SOA Wealth Advisors’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
Q1 		$88.3K Hold
316
– – 0.02% 282
2025
Q4 		$112K Hold
316
– – 0.02% 271
2025
Q3 		$104K Hold
316
– – 0.02% 286
2025
Q2 		$102K Buy
316
+1
+0.3% +$265 0.02% 279
2025
Q1 		$63.6K Hold
315
– – 0.01% 307
2024
Q4 		$70.5K Buy
315
+57
+22% +$14.2K 0.01% 288
2024
Q3 		$67.1K Hold
258
– – 0.01% 281
2024
Q2 		$51.6K Sell
258
-55
-18% -$11.2K 0.01% 300
2024
Q1 		$57.8K Sell
313
-1
-0.3% -$142 0.01% 287
2023
Q4 		$36.7K Buy
314
+1
+0.3% +$117 0.01% 334
2023
Q3 		$34.2K Sell
313
-349
-53% -$36K 0.01% 336
2023
Q2 		$60.6K Buy
662
+2
+0.3% +$166 0.01% 275
2023
Q1 		$51.8K Sell
660
-164
-20% -$13.3K 0.01% 280
2022
Q4 		$71K Buy
824
+514
+166% +$46.2K 0.02% 244
2022
Q3 		$25K Hold
310
– – 0.01% 351
2022
Q2 		$17K Buy
+310
New +$18.6K 0.01% 409

Other funds holding CEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

SOA Wealth Advisors's CEG Position: Q1 2026 in Review

SOA Wealth Advisors held its Constellation Energy (CEG) position steady in Q1 2026 at 316 shares worth $88.3K. The position accounts for 0.02% of the portfolio, ranked #282.

SOA Wealth Advisors first reported a position in CEG in Q2 2022 and has held it in 16 quarters since. The position peaked at $112K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • SOA Wealth Advisors held 316 shares of Constellation Energy worth $88.3K as of Q1 2026.
  • SOA Wealth Advisors left its Constellation Energy share count unchanged in Q1 2026.
  • Constellation Energy made up 0.02% of SOA Wealth Advisors's portfolio in Q1 2026, its #282 holding.
  • SOA Wealth Advisors first reported a position in Constellation Energy in Q2 2022 and has held it in 16 quarters since.
  • SOA Wealth Advisors's Constellation Energy position peaked at $112K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.