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UP Strategic Wealth Investment Advisors’s Constellation Energy CEG Stock Holding History

UP Strategic Wealth Investment 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 		– Sell
-643
Closed -$200K – 106
2026
Q1 		$200K Buy
+643
New +$195K 0.13% 96
2025
Q4 		– Sell
-684
Closed -$276K – 89
2025
Q3 		$276K Hold
684
– – 0.21% 69
2025
Q2 		$221K Buy
+684
New +$181K 0.17% 84

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

UP Strategic Wealth Investment Advisors's CEG Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 643 shares — an estimated $200K sold.

UP Strategic Wealth Investment Advisors first reported a position in CEG in Q2 2025 and held it in 3 quarters. The position peaked at $276K in Q3 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • UP Strategic Wealth Investment Advisors reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 643 Constellation Energy shares in Q2 2026, an estimated $200K.
  • UP Strategic Wealth Investment Advisors first reported a position in Constellation Energy in Q2 2025 and held it in 3 quarters.
  • UP Strategic Wealth Investment Advisors's Constellation Energy position peaked at $276K in Q3 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.