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TriaGen Wealth Management’s Constellation Energy CEG Stock Holding History

TriaGen 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 		$275K Hold
1,106
– – 0.07% 160
2026
Q1 		$309K Hold
1,106
– – 0.08% 146
2025
Q4 		$391K Hold
1,106
– – 0.1% 133
2025
Q3 		$364K Sell
1,106
-30
-3% -$9.68K 0.09% 145
2025
Q2 		$367K Buy
1,136
+11
+1% +$2.91K 0.11% 133
2025
Q1 		$227K Sell
1,125
-154
-12% -$41.3K 0.08% 151
2024
Q4 		$286K Sell
1,279
-78
-6% -$19.4K 0.1% 143
2024
Q3 		$353K Sell
1,357
-2,450
-64% -$487K 0.12% 129
2024
Q2 		$762K Buy
3,807
+52
+1% +$10.6K 0.29% 78
2024
Q1 		$694K Sell
3,755
-59
-2% -$8.38K 0.29% 78
2023
Q4 		$446K Buy
3,814
+162
+4% +$18.9K 0.21% 97
2023
Q3 		$398K Buy
3,652
+2
+0.1% +$206 0.2% 100
2023
Q2 		$334K Buy
3,650
+26
+0.7% +$2.15K 0.15% 121
2023
Q1 		$284K Sell
3,624
-538
-13% -$43.5K 0.14% 129
2022
Q4 		$359K Buy
4,162
+809
+24% +$72.8K 0.2% 116
2022
Q3 		$279K Buy
+3,353
New +$247K 0.15% 130

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

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

TriaGen Wealth Management held its Constellation Energy (CEG) position steady in Q2 2026 at 1,106 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #160.

TriaGen Wealth Management first reported a position in CEG in Q3 2022 and has held it in 16 quarters since. The position peaked at $762K in Q2 2024. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • TriaGen Wealth Management held 1,106 shares of Constellation Energy worth $275K as of Q2 2026.
  • TriaGen Wealth Management left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.07% of TriaGen Wealth Management's portfolio in Q2 2026, its #160 holding.
  • TriaGen Wealth Management first reported a position in Constellation Energy in Q3 2022 and has held it in 16 quarters since.
  • TriaGen Wealth Management's Constellation Energy position peaked at $762K in Q2 2024.
  • 1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.