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Toth Financial Advisory’s Constellation Energy CEG Stock Holding History

Toth Financial Advisory’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 		– Sell
-5
Closed -$1.4K – 893
2026
Q1 		$1.4K Sell
5
-936
-99% -$284K ﹤0.01% 760
2025
Q4 		$332K Buy
941
+936
+18,720% +$340K 0.04% 188
2025
Q3 		$1.65K Hold
5
– – ﹤0.01% 707
2025
Q2 		$1.61K Sell
5
-2
-29% -$529 ﹤0.01% 670
2025
Q1 		$1.41K Hold
7
– – ﹤0.01% 634
2024
Q4 		$1.57K Hold
7
– – ﹤0.01% 611
2024
Q3 		$1.82K Hold
7
– – ﹤0.01% 608
2024
Q2 		$1.4K Buy
+7
New +$1.43K ﹤0.01% 660

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

Toth Financial Advisory's CEG Position: Q2 2026 in Review

Toth Financial Advisory sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 5 shares — an estimated $1.4K sold.

Toth Financial Advisory first reported a position in CEG in Q2 2024 and held it in 8 quarters. The position peaked at $332K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Toth Financial Advisory reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 5 Constellation Energy shares in Q2 2026, an estimated $1.4K.
  • Toth Financial Advisory first reported a position in Constellation Energy in Q2 2024 and held it in 8 quarters.
  • Toth Financial Advisory's Constellation Energy position peaked at $332K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.