TFA
CEG icon

Transamerica Financial Advisors’s Constellation Energy CEG Stock Holding History

Transamerica Financial 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 		$29.4K Hold
118
– – ﹤0.01% 793
2026
Q1 		$33K Sell
118
-20
-14% -$6.08K ﹤0.01% 715
2025
Q4 		$48.7K Buy
138
+67
+94% +$24.3K ﹤0.01% 556
2025
Q3 		$23K Buy
+71
New +$22.9K ﹤0.01% 576

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's CEG Position: Q2 2026 in Review

Transamerica Financial Advisors held its Constellation Energy (CEG) position steady in Q2 2026 at 118 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Transamerica Financial Advisors first reported a position in CEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $48.7K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Transamerica Financial Advisors held 118 shares of Constellation Energy worth $29.4K as of Q2 2026.
  • Transamerica Financial Advisors left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #793 holding.
  • Transamerica Financial Advisors first reported a position in Constellation Energy in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Constellation Energy position peaked at $48.7K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.