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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
Q2 		$78.6K Hold
316
– – 0.01% 316
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 $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

SOA Wealth Advisors's CEG Position: Q2 2026 in Review

SOA Wealth Advisors held its Constellation Energy (CEG) position steady in Q2 2026 at 316 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #316.

SOA Wealth Advisors first reported a position in CEG in Q2 2022 and has held it in 17 quarters since. The position peaked at $112K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • SOA Wealth Advisors held 316 shares of Constellation Energy worth $78.6K as of Q2 2026.
  • SOA Wealth Advisors left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #316 holding.
  • SOA Wealth Advisors first reported a position in Constellation Energy in Q2 2022 and has held it in 17 quarters since.
  • SOA Wealth Advisors's Constellation Energy position peaked at $112K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.