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Spire Wealth Management’s Constellation Energy CEG Stock Holding History

Spire Wealth Management’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 		$1.99M Buy
8,024
+743
+10% +$209K 0.06% 276
2026
Q1 		$2.03M Sell
7,281
-6,583
-47% -$2M 0.07% 256
2025
Q4 		$4.9M Sell
13,864
-2,555
-16% -$929K 0.16% 125
2025
Q3 		$5.4M Buy
16,419
+9,384
+133% +$3.03M 0.18% 109
2025
Q2 		$2.26M Sell
7,035
-124
-2% -$32.8K 0.08% 210
2025
Q1 		$1.44M Buy
7,159
+970
+16% +$260K 0.05% 324
2024
Q4 		$1.38M Sell
6,189
-583
-9% -$145K 0.04% 320
2024
Q3 		$1.76M Buy
6,772
+3,603
+114% +$716K 0.06% 263
2024
Q2 		$635K Buy
3,169
+168
+6% +$34.3K 0.02% 432
2024
Q1 		$555K Sell
3,001
-540
-15% -$76.7K 0.01% 495
2023
Q4 		$405K Buy
3,541
+1,334
+60% +$156K 0.01% 565
2023
Q3 		$241K Sell
2,207
-1
-0% -$103 0.01% 659
2023
Q2 		$202K Sell
2,208
-138
-6% -$11.4K 0.01% 717
2023
Q1 		$184K Buy
2,346
+794
+51% +$64.2K 0.01% 748
2022
Q4 		$134K Buy
1,552
+207
+15% +$18.6K 0.01% 649
2022
Q3 		$112K Sell
1,345
-1,057
-44% -$77.9K 0.01% 669
2022
Q2 		$138K Buy
+2,402
New +$144K 0.01% 900

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

Spire Wealth Management's CEG Position: Q2 2026 in Review

Spire Wealth Management increased its Constellation Energy (CEG) stake by 10% in Q2 2026, buying an estimated $209K and bringing the position to 8,024 shares worth $1.99M. The position accounts for 0.06% of the portfolio, ranked #276.

Spire Wealth Management first reported a position in CEG in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.4M in Q3 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Spire Wealth Management held 8,024 shares of Constellation Energy worth $1.99M as of Q2 2026.
  • Spire Wealth Management bought 743 Constellation Energy shares in Q2 2026, an estimated $209K.
  • Constellation Energy made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Spire Wealth Management first reported a position in Constellation Energy in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's Constellation Energy position peaked at $5.4M in Q3 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.