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Soltis Investment Advisors’s Constellation Energy CEG Stock Holding History

Soltis Investment 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 		$241K Buy
971
+51
+6% +$14.4K 0.01% 572
2026
Q1 		$257K Sell
920
-88
-9% -$26.7K 0.02% 476
2025
Q4 		$356K Buy
1,008
+93
+10% +$33.8K 0.02% 376
2025
Q3 		$301K Buy
915
+130
+17% +$42K 0.02% 373
2025
Q2 		$253K Buy
+785
New +$208K 0.02% 349

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

Soltis Investment Advisors's CEG Position: Q2 2026 in Review

Soltis Investment Advisors increased its Constellation Energy (CEG) stake by 5.5% in Q2 2026, buying an estimated $14.4K and bringing the position to 971 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #572.

Soltis Investment Advisors first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $356K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Soltis Investment Advisors held 971 shares of Constellation Energy worth $241K as of Q2 2026.
  • Soltis Investment Advisors bought 51 Constellation Energy shares in Q2 2026, an estimated $14.4K.
  • Constellation Energy made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #572 holding.
  • Soltis Investment Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Soltis Investment Advisors's Constellation Energy position peaked at $356K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.