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Summit Financial Wealth Advisors’s Constellation Energy CEG Stock Holding History

Summit Financial Wealth 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 		$674K Buy
+2,713
New +$764K 0.09% 105
2025
Q4 		– Sell
-585
Closed -$205K – 198
2025
Q3 		$205K Buy
+585
New +$189K 0.03% 175

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

Summit Financial Wealth Advisors's CEG Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Constellation Energy (CEG) in Q2 2026: 2,713 shares worth $674K. The stake represents 0.09% of the portfolio and ranks #105 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in CEG as recently as Q3 2025.

Summit Financial Wealth Advisors first reported a position in CEG in Q3 2025 and has held it in 2 quarters since. 1,859 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Summit Financial Wealth Advisors held 2,713 shares of Constellation Energy worth $674K as of Q2 2026.
  • Constellation Energy was a new Summit Financial Wealth Advisors position in Q2 2026.
  • Constellation Energy made up 0.09% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Summit Financial Wealth Advisors first reported a position in Constellation Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.