Valmark Advisers’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$318K Buy
1,280
+357
+39% +$101K ﹤0.01% 603
2026
Q1
$258K Buy
+923
New +$281K ﹤0.01% 616

Other funds holding CEG

Valmark Advisers's CEG Position: Q2 2026 in Review

Valmark Advisers increased its Constellation Energy (CEG) stake by 39% in Q2 2026, buying an estimated $101K and bringing the position to 1,280 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Valmark Advisers first reported a position in CEG in Q1 2026 and has held it in 2 quarters since. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Valmark Advisers held 1,280 shares of Constellation Energy worth $318K as of Q2 2026.
  • Valmark Advisers bought 357 Constellation Energy shares in Q2 2026, an estimated $101K.
  • Constellation Energy made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #603 holding.
  • Valmark Advisers first reported a position in Constellation Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.