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VSM Wealth Advisory’s Constellation Energy CEG Stock Holding History

VSM Wealth Advisory’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 		$714K Buy
2,877
+1
+0% +$282 0.19% 49
2026
Q1 		$803K Buy
2,876
+178
+7% +$54.1K 0.24% 40
2025
Q4 		$953K Sell
2,698
-381
-12% -$138K 0.29% 37
2025
Q3 		$1.01M Buy
3,079
+1
+0% +$323 0.32% 35
2025
Q2 		$993K Buy
3,078
+382
+14% +$101K 0.33% 35
2025
Q1 		$544K Hold
2,696
– – 0.2% 48
2024
Q4 		$603K Buy
+2,696
New +$672K 0.22% 46

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 $3.37T AUM 44.26% 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

VSM Wealth Advisory's CEG Position: Q2 2026 in Review

VSM Wealth Advisory increased its Constellation Energy (CEG) stake by 0.03% in Q2 2026, buying an estimated $282 and bringing the position to 2,877 shares worth $714K. The position accounts for 0.19% of the portfolio, ranked #49.

VSM Wealth Advisory first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • VSM Wealth Advisory held 2,877 shares of Constellation Energy worth $714K as of Q2 2026.
  • VSM Wealth Advisory bought 1 Constellation Energy share in Q2 2026, an estimated $282.
  • Constellation Energy made up 0.19% of VSM Wealth Advisory's portfolio in Q2 2026, its #49 holding.
  • VSM Wealth Advisory first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Constellation Energy position peaked at $1.01M in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.