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Valued Wealth Advisors’s Constellation Energy CEG Stock Holding History

Valued 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 		$6.46K Sell
26
-7
-21% -$1.97K ﹤0.01% 394
2026
Q1 		$9.22K Buy
33
+19
+136% +$5.77K ﹤0.01% 306
2025
Q4 		$4.95K Buy
14
+1
+8% +$363 ﹤0.01% 305
2025
Q3 		$4.28K Hold
13
– – ﹤0.01% 305
2025
Q2 		$4.2K Sell
13
-7
-35% -$1.85K ﹤0.01% 302
2025
Q1 		$4.04K Hold
20
– – ﹤0.01% 333
2024
Q4 		$4.47K Buy
20
+4
+25% +$997 ﹤0.01% 314
2024
Q3 		$4.16K Sell
16
-1
-6% -$199 ﹤0.01% 304
2024
Q2 		$3.4K Buy
17
+7
+70% +$1.43K ﹤0.01% 309
2024
Q1 		$1.85K Sell
10
-1
-9% -$142 ﹤0.01% 368
2023
Q4 		$1.2K Buy
+11
New +$1.28K ﹤0.01% 367

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

Valued Wealth Advisors's CEG Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Constellation Energy (CEG) stake by 21% in Q2 2026, selling an estimated $1.97K and leaving 26 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Valued Wealth Advisors first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.22K in Q1 2026. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Valued Wealth Advisors held 26 shares of Constellation Energy worth $6.46K as of Q2 2026.
  • Valued Wealth Advisors sold 7 Constellation Energy shares in Q2 2026, an estimated $1.97K.
  • Constellation Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #394 holding.
  • Valued Wealth Advisors first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Constellation Energy position peaked at $9.22K in Q1 2026.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.