United Asset Strategies’s Constellation Energy CEG Stock Holding History

United Asset Strategies’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	$366K	Buy	1,473 +168	+13%	+$47.3K	0.03%	222
2026 Q1	$364K	Sell	1,305 -14	-1%	-$4.25K	0.03%	213
2025 Q4	$466K	Sell	1,319 -14	-1%	-$5.09K	0.04%	198
2025 Q3	$439K	Sell	1,333 -16	-1%	-$5.16K	0.04%	200
2025 Q2	$435K	Sell	1,349 -48,633	-97%	-$12.9M	0.04%	199
2025 Q1	$10.1M	Buy	49,982 +48,360	+2,982%	+$13M	0.94%	37
2024 Q4	$363K	Buy	1,622 +362	+29%	+$90.3K	0.03%	194
2024 Q3	$328K	Buy	+1,260	New	+$250K	0.03%	196

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

United Asset Strategies's CEG Position: Q2 2026 in Review

United Asset Strategies increased its Constellation Energy (CEG) stake by 13% in Q2 2026, buying an estimated $47.3K and bringing the position to 1,473 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #222.

United Asset Strategies first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q1 2025. 1,108 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

United Asset Strategies held 1,473 shares of Constellation Energy worth $366K as of Q2 2026.
United Asset Strategies bought 168 Constellation Energy shares in Q2 2026, an estimated $47.3K.
Constellation Energy made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #222 holding.
United Asset Strategies first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
United Asset Strategies's Constellation Energy position peaked at $10.1M in Q1 2025.
1,108 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.