Vermillion & White Wealth Management Group’s Constellation Energy CEG Stock Holding History

Vermillion & White Wealth Management Group’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	$267K	Sell	1,075 -185	-15%	-$52.1K	0.14%	57
2026 Q1	$352K	Sell	1,260 -4	-0.3%	-$1.22K	0.2%	45
2025 Q4	$447K	Buy	1,264 +3	+0.2%	+$1.09K	0.24%	40
2025 Q3	$415K	Buy	1,261 +15	+1%	+$4.84K	0.24%	38
2025 Q2	$402K	Sell	1,246 -92	-7%	-$24.3K	0.26%	38
2025 Q1	$270K	Hold	1,338	–	–	0.2%	47
2024 Q4	$299K	Hold	1,338	–	–	0.22%	52
2024 Q3	$348K	Hold	1,338	–	–	0.26%	48
2024 Q2	$268K	Hold	1,338	–	–	0.2%	58
2024 Q1	$247K	Hold	1,338	–	–	0.2%	57
2023 Q4	$156K	Buy	+1,338	New	+$156K	0.15%	51

Other funds holding CEG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vermillion & White Wealth Management Group's CEG Position: Q2 2026 in Review

Vermillion & White Wealth Management Group reduced its Constellation Energy (CEG) stake by 15% in Q2 2026, selling an estimated $52.1K and leaving 1,075 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #57.

Vermillion & White Wealth Management Group first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $447K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Vermillion & White Wealth Management Group held 1,075 shares of Constellation Energy worth $267K as of Q2 2026.
Vermillion & White Wealth Management Group sold 185 Constellation Energy shares in Q2 2026, an estimated $52.1K.
Constellation Energy made up 0.14% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #57 holding.
Vermillion & White Wealth Management Group first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
Vermillion & White Wealth Management Group's Constellation Energy position peaked at $447K in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.