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Strategic Wealth Partners’s Constellation Energy CEG Stock Holding History

Strategic Wealth Partners’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 		$107K Buy
429
+1
+0.2% +$282 0.01% 399
2026
Q1 		$120K Buy
428
+10
+2% +$3.04K 0.01% 368
2025
Q4 		$148K Buy
418
+40
+11% +$14.5K 0.01% 356
2025
Q3 		$124K Sell
378
-50
-12% -$16.1K 0.01% 406
2025
Q2 		$138K Buy
+428
New +$113K 0.01% 358
2022
Q2 		– Sell
-17,461
Closed -$982K – 252
2022
Q1 		$982K Buy
+17,461
New +$852K 0.19% 137

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

Strategic Wealth Partners's CEG Position: Q2 2026 in Review

Strategic Wealth Partners increased its Constellation Energy (CEG) stake by 0.23% in Q2 2026, buying an estimated $282 and bringing the position to 429 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #399.

Strategic Wealth Partners first reported a position in CEG in Q1 2022 and has held it in 6 quarters since. The position peaked at $982K in Q1 2022. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Strategic Wealth Partners held 429 shares of Constellation Energy worth $107K as of Q2 2026.
  • Strategic Wealth Partners bought 1 Constellation Energy share in Q2 2026, an estimated $282.
  • Constellation Energy made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #399 holding.
  • Strategic Wealth Partners first reported a position in Constellation Energy in Q1 2022 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Constellation Energy position peaked at $982K in Q1 2022.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.