TWM
CEG icon

Tripletail Wealth Management’s Constellation Energy CEG Stock Holding History

Tripletail 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 		$67K Sell
280
-130
-32% -$36.6K 0.08% 135
2026
Q1 		$112K Hold
410
– – 0.15% 109
2025
Q4 		$145K Buy
410
+56
+16% +$20.4K 0.18% 92
2025
Q3 		$129K Buy
+354
New +$114K 0.15% 99

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

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

Tripletail Wealth Management reduced its Constellation Energy (CEG) stake by 32% in Q2 2026, selling an estimated $36.6K and leaving 280 shares worth $67K. The position accounts for 0.08% of the portfolio, ranked #135.

Tripletail Wealth Management first reported a position in CEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $145K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Tripletail Wealth Management held 280 shares of Constellation Energy worth $67K as of Q2 2026.
  • Tripletail Wealth Management sold 130 Constellation Energy shares in Q2 2026, an estimated $36.6K.
  • Constellation Energy made up 0.08% of Tripletail Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Tripletail Wealth Management first reported a position in Constellation Energy in Q3 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's Constellation Energy position peaked at $145K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.