Tradition Wealth Management’s Constellation Energy CEG Stock Holding History

Tradition 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	$246K	Sell	991 -481	-33%	-$135K	0.02%	450
2026 Q1	$411K	Sell	1,472 -594	-29%	-$181K	0.03%	324
2025 Q4	$730K	Buy	2,066 +957	+86%	+$348K	0.05%	230
2025 Q3	$365K	Buy	1,109 +245	+28%	+$79.1K	0.03%	332
2025 Q2	$279K	Buy	+864	New	+$229K	0.02%	367
2024 Q1	–	Sell	-44	Closed	-$5K	–	508
2023 Q4	$5K	Hold	44	–	–	﹤0.01%	1144
2023 Q3	$5K	Hold	44	–	–	﹤0.01%	1164
2023 Q2	$4K	Sell	44 -25	-36%	-$2.07K	﹤0.01%	1251
2023 Q1	$5K	Buy	69 +39	+130%	+$3.15K	﹤0.01%	1139
2022 Q4	$3K	Buy	+30	New	+$2.7K	﹤0.01%	1110

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Tradition Wealth Management reduced its Constellation Energy (CEG) stake by 33% in Q2 2026, selling an estimated $135K and leaving 991 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #450.

Tradition Wealth Management first reported a position in CEG in Q4 2022 and has held it in 10 quarters since. The position peaked at $730K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Tradition Wealth Management held 991 shares of Constellation Energy worth $246K as of Q2 2026.
Tradition Wealth Management sold 481 Constellation Energy shares in Q2 2026, an estimated $135K.
Constellation Energy made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #450 holding.
Tradition Wealth Management first reported a position in Constellation Energy in Q4 2022 and has held it in 10 quarters since.
Tradition Wealth Management's Constellation Energy position peaked at $730K in Q4 2025.
1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.