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Sterling Wealth Management’s Constellation Energy CEG Stock Holding History

Sterling 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 		$233K Hold
939
– – 0.06% 111
2026
Q1 		$262K Hold
939
– – 0.07% 96
2025
Q4 		$332K Hold
939
– – 0.09% 80
2025
Q3 		$309K Hold
939
– – 0.09% 82
2025
Q2 		$303K Buy
+939
New +$248K 0.1% 81
2024
Q4 		$210K Sell
939
-35
-4% -$8.73K 0.08% 102
2024
Q3 		$253K Buy
+974
New +$194K 0.09% 100

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

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

Sterling Wealth Management held its Constellation Energy (CEG) position steady in Q2 2026 at 939 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #111.

Sterling Wealth Management first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $332K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Sterling Wealth Management held 939 shares of Constellation Energy worth $233K as of Q2 2026.
  • Sterling Wealth Management left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.06% of Sterling Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Sterling Wealth Management first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • Sterling Wealth Management's Constellation Energy position peaked at $332K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.