Values First Advisors’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
$612K Buy
2,463
+5
+0.2% +$1.41K 0.28% 101
2026
Q1
$686K Buy
2,458
+507
+26% +$154K 0.36% 75
2025
Q4
$689K Buy
1,951
+405
+26% +$147K 0.36% 81
2025
Q3
$509K Sell
1,546
-20
-1% -$6.46K 0.27% 101
2025
Q2
$506K Sell
1,566
-18
-1% -$4.76K 0.28% 105
2025
Q1
$320K Buy
1,584
+396
+33% +$106K 0.19% 137
2024
Q4
$266K Buy
1,188
+870
+274% +$217K 0.15% 152
2024
Q3
$82.6K Buy
+318
New +$63.2K 0.04% 201

Other funds holding CEG

Values First Advisors's CEG Position: Q2 2026 in Review

Values First Advisors increased its Constellation Energy (CEG) stake by 0.2% in Q2 2026, buying an estimated $1.41K and bringing the position to 2,463 shares worth $612K. The position accounts for 0.28% of the portfolio, ranked #101.

Values First Advisors first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $689K in Q4 2025. 1,855 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Values First Advisors held 2,463 shares of Constellation Energy worth $612K as of Q2 2026.
  • Values First Advisors bought 5 Constellation Energy shares in Q2 2026, an estimated $1.41K.
  • Constellation Energy made up 0.28% of Values First Advisors's portfolio in Q2 2026, its #101 holding.
  • Values First Advisors first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Values First Advisors's Constellation Energy position peaked at $689K in Q4 2025.
  • 1,855 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.