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WBH Advisory’s Constellation Energy CEG Stock Holding History

WBH 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 		$520K Sell
2,094
-653
-24% -$184K 0.03% 246
2026
Q1 		$768K Buy
2,747
+153
+6% +$46.5K 0.06% 189
2025
Q4 		$916K Hold
2,594
– – 0.07% 177
2025
Q3 		$854K Buy
2,594
+222
+9% +$71.6K 0.07% 181
2025
Q2 		$766K Sell
2,372
-854
-26% -$226K 0.07% 187
2025
Q1 		$650K Buy
3,226
+35
+1% +$9.38K 0.06% 184
2024
Q4 		$714K Buy
3,191
+595
+23% +$148K 0.07% 181
2024
Q3 		$675K Buy
2,596
+24
+0.9% +$4.77K 0.06% 185
2024
Q2 		$515K Sell
2,572
-32
-1% -$6.53K 0.05% 205
2024
Q1 		$481K Sell
2,604
-156
-6% -$22.2K 0.05% 217
2023
Q4 		$323K Sell
2,760
-61
-2% -$7.12K 0.04% 254
2023
Q3 		$308K Buy
2,821
+61
+2% +$6.29K 0.04% 247
2023
Q2 		$253K Sell
2,760
-491
-15% -$40.7K 0.03% 270
2023
Q1 		$255K Buy
+3,251
New +$263K 0.03% 269
2022
Q3 		$283K Hold
3,401
– – 0.04% 243
2022
Q2 		$204K Hold
3,401
– – 0.03% 294
2022
Q1 		$209K Buy
+3,401
New +$166K 0.03% 299

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

WBH Advisory's CEG Position: Q2 2026 in Review

WBH Advisory reduced its Constellation Energy (CEG) stake by 24% in Q2 2026, selling an estimated $184K and leaving 2,094 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #246.

WBH Advisory first reported a position in CEG in Q1 2022 and has held it in 17 quarters since. The position peaked at $916K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • WBH Advisory held 2,094 shares of Constellation Energy worth $520K as of Q2 2026.
  • WBH Advisory sold 653 Constellation Energy shares in Q2 2026, an estimated $184K.
  • Constellation Energy made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #246 holding.
  • WBH Advisory first reported a position in Constellation Energy in Q1 2022 and has held it in 17 quarters since.
  • WBH Advisory's Constellation Energy position peaked at $916K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.