TWD
CEG icon

True Wealth Design’s Constellation Energy CEG Stock Holding History

True Wealth Design’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 		$8.94K Sell
36
-58
-62% -$16.3K ﹤0.01% 1101
2026
Q1 		$26.3K Buy
94
+65
+224% +$19.8K 0.01% 608
2025
Q4 		$10.2K Sell
29
-3
-9% -$1.09K ﹤0.01% 855
2025
Q3 		$10.4K Buy
32
+5
+19% +$1.61K ﹤0.01% 819
2025
Q2 		$8.57K Buy
27
+9
+50% +$2.38K ﹤0.01% 632
2025
Q1 		$3.54K Sell
18
-89
-83% -$23.9K ﹤0.01% 797
2024
Q4 		$23.8K Buy
107
+4
+4% +$997 0.01% 300
2024
Q3 		$26.8K Buy
103
+91
+758% +$18.1K 0.01% 279
2024
Q2 		$2.4K Buy
12
+3
+33% +$612 ﹤0.01% 344
2024
Q1 		$1.66K Buy
9
+4
+80% +$568 ﹤0.01% 372
2023
Q4 		$585 Hold
5
– – ﹤0.01% 439
2023
Q3 		$546 Hold
5
– – ﹤0.01% 408
2023
Q2 		$458 Hold
5
– – ﹤0.01% 461
2023
Q1 		$393 Hold
5
– – ﹤0.01% 583
2022
Q4 		$431 Buy
+5
New +$450 ﹤0.01% 490

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

True Wealth Design's CEG Position: Q2 2026 in Review

True Wealth Design reduced its Constellation Energy (CEG) stake by 62% in Q2 2026, selling an estimated $16.3K and leaving 36 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

True Wealth Design first reported a position in CEG in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.8K in Q3 2024. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • True Wealth Design held 36 shares of Constellation Energy worth $8.94K as of Q2 2026.
  • True Wealth Design sold 58 Constellation Energy shares in Q2 2026, an estimated $16.3K.
  • Constellation Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1101 holding.
  • True Wealth Design first reported a position in Constellation Energy in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Constellation Energy position peaked at $26.8K in Q3 2024.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.