TRUE Private Wealth Advisors’s Constellation Energy CEG Stock Holding History

TRUE Private Wealth 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	$251K	Buy	1,009 +173	+21%	+$48.7K	0.02%	243
2026 Q1	$234K	Hold	836	–	–	0.02%	244
2025 Q4	$295K	Sell	836 -225	-21%	-$81.8K	0.03%	210
2025 Q3	$349K	Hold	1,061	–	–	0.04%	188
2025 Q2	$343K	Buy	+1,061	New	+$281K	0.04%	190

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

TRUE Private Wealth Advisors's CEG Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Constellation Energy (CEG) stake by 21% in Q2 2026, buying an estimated $48.7K and bringing the position to 1,009 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #243.

TRUE Private Wealth Advisors first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $349K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

TRUE Private Wealth Advisors held 1,009 shares of Constellation Energy worth $251K as of Q2 2026.
TRUE Private Wealth Advisors bought 173 Constellation Energy shares in Q2 2026, an estimated $48.7K.
Constellation Energy made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #243 holding.
TRUE Private Wealth Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
TRUE Private Wealth Advisors's Constellation Energy position peaked at $349K in Q3 2025.
1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.