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SteelPeak Wealth’s Constellation Energy CEG Stock Holding History

SteelPeak 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 		$725K Sell
2,919
-485
-14% -$137K 0.02% 367
2026
Q1 		$951K Buy
3,404
+2,611
+329% +$793K 0.03% 291
2025
Q4 		$280K Sell
793
-292
-27% -$106K 0.01% 448
2025
Q3 		$357K Sell
1,085
-7,502
-87% -$2.42M 0.01% 436
2025
Q2 		$2.77M Buy
+8,587
New +$2.27M 0.11% 142
2024
Q4 		– Sell
-2,215
Closed -$576K – 579
2024
Q3 		$576K Buy
2,215
+534
+32% +$106K 0.03% 292
2024
Q2 		$337K Buy
+1,681
New +$343K 0.02% 363
2023
Q1 		– Sell
-3,600
Closed -$310K – 394
2022
Q4 		$310K Sell
3,600
-1,105
-23% -$99.4K 0.02% 303
2022
Q3 		$391K Buy
+4,705
New +$347K 0.03% 289

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

SteelPeak Wealth's CEG Position: Q2 2026 in Review

SteelPeak Wealth reduced its Constellation Energy (CEG) stake by 14% in Q2 2026, selling an estimated $137K and leaving 2,919 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #367.

SteelPeak Wealth first reported a position in CEG in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.77M in Q2 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • SteelPeak Wealth held 2,919 shares of Constellation Energy worth $725K as of Q2 2026.
  • SteelPeak Wealth sold 485 Constellation Energy shares in Q2 2026, an estimated $137K.
  • Constellation Energy made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #367 holding.
  • SteelPeak Wealth first reported a position in Constellation Energy in Q3 2022 and has held it in 9 quarters since.
  • SteelPeak Wealth's Constellation Energy position peaked at $2.77M in Q2 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.