Triad Wealth Partners’s Constellation Energy CEG Stock Holding History

Triad Wealth Partners’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	-722	Closed	-$202K	–	563
2026 Q1	$202K	Sell	722 -21	-3%	-$6.38K	0.02%	473
2025 Q4	$262K	Buy	+743	New	+$270K	0.02%	414
2024 Q3	–	Sell	-17	Closed	-$3.4K	–	193
2024 Q2	$3.4K	Buy	+17	New	+$3.47K	﹤0.01%	652

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

Triad Wealth Partners's CEG Position: Q2 2026 in Review

Triad Wealth Partners sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 722 shares — an estimated $202K sold.

Triad Wealth Partners first reported a position in CEG in Q2 2024 and held it in 3 quarters. The position peaked at $262K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Triad Wealth Partners reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 722 Constellation Energy shares in Q2 2026, an estimated $202K.
Triad Wealth Partners first reported a position in Constellation Energy in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's Constellation Energy position peaked at $262K in Q4 2025.
1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.