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Tower View Wealth Management’s Constellation Energy CEG Stock Holding History

Tower View 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 		$8.79K Hold
35
– – ﹤0.01% 158
2026
Q1 		$9.86K Hold
35
– – 0.01% 148
2025
Q4 		$12.5K Hold
35
– – 0.01% 125
2025
Q3 		$11.6K Hold
35
– – 0.01% 124
2025
Q2 		$11.4K Sell
35
-5
-13% -$1.32K 0.01% 141
2025
Q1 		$8.09K Hold
40
– – ﹤0.01% 135
2024
Q4 		$8.96K Sell
40
-4
-9% -$997 ﹤0.01% 130
2024
Q3 		$11.4K Hold
44
– – 0.01% 135
2024
Q2 		$8.81K Hold
44
– – 0.01% 133
2024
Q1 		$8.13K Hold
44
– – ﹤0.01% 138
2023
Q4 		$5K Hold
44
– – ﹤0.01% 146
2023
Q3 		$5K Hold
44
– – ﹤0.01% 138
2023
Q2 		$4K Hold
44
– – ﹤0.01% 152
2023
Q1 		$3K Hold
44
– – ﹤0.01% 140
2022
Q4 		$4K Hold
44
– – ﹤0.01% 143
2022
Q3 		$4K Buy
+44
New +$3.24K ﹤0.01% 143

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

Tower View Wealth Management's CEG Position: Q2 2026 in Review

Tower View Wealth Management held its Constellation Energy (CEG) position steady in Q2 2026 at 35 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Tower View Wealth Management first reported a position in CEG in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.5K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Tower View Wealth Management held 35 shares of Constellation Energy worth $8.79K as of Q2 2026.
  • Tower View Wealth Management left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Tower View Wealth Management first reported a position in Constellation Energy in Q3 2022 and has held it in 16 quarters since.
  • Tower View Wealth Management's Constellation Energy position peaked at $12.5K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.