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Thrive Wealth Management’s Constellation Energy CEG Stock Holding History

Thrive 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 		$327K Sell
1,318
-89
-6% -$25.1K 0.04% 175
2026
Q1 		$393K Buy
1,407
+11
+0.8% +$3.34K 0.06% 143
2025
Q4 		$493K Buy
1,396
+553
+66% +$201K 0.07% 129
2025
Q3 		$277K Buy
843
+36
+4% +$11.6K 0.04% 191
2025
Q2 		$261K Buy
+807
New +$214K 0.04% 196
2024
Q4 		– Sell
-804
Closed -$209K – 200
2024
Q3 		$209K Buy
+804
New +$160K 0.04% 208
2024
Q2 		– Sell
-1,106
Closed -$204K – 220
2024
Q1 		$204K Buy
+1,106
New +$157K 0.04% 204

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Thrive Wealth Management reduced its Constellation Energy (CEG) stake by 6.3% in Q2 2026, selling an estimated $25.1K and leaving 1,318 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #175.

Thrive Wealth Management first reported a position in CEG in Q1 2024 and has held it in 7 quarters since. The position peaked at $493K in Q4 2025. 280 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Thrive Wealth Management held 1,318 shares of Constellation Energy worth $327K as of Q2 2026.
  • Thrive Wealth Management sold 89 Constellation Energy shares in Q2 2026, an estimated $25.1K.
  • Constellation Energy made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Thrive Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 7 quarters since.
  • Thrive Wealth Management's Constellation Energy position peaked at $493K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.