Wealth Dimensions Group’s Constellation Energy CEG Stock Holding History

Wealth Dimensions 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	$374K	Buy	1,508 +9	+0.6%	+$2.54K	0.07%	129
2026 Q1	$419K	Sell	1,499 -55	-4%	-$16.7K	0.08%	117
2025 Q4	$549K	Sell	1,554 -5	-0.3%	-$1.82K	0.11%	98
2025 Q3	$513K	Buy	1,559 +20	+1%	+$6.46K	0.11%	103
2025 Q2	$497K	Hold	1,539	–	–	0.11%	102
2025 Q1	$310K	Sell	1,539 -121	-7%	-$32.4K	0.07%	126
2024 Q4	$371K	Sell	1,660 -97	-6%	-$24.2K	0.09%	104
2024 Q3	$457K	Buy	1,757 +1	+0.1%	+$199	0.12%	92
2024 Q2	$352K	Sell	1,756 -49	-3%	-$10K	0.1%	102
2024 Q1	$334K	Hold	1,805	–	–	0.1%	105
2023 Q4	$211K	Buy	+1,805	New	+$211K	0.07%	130

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

Wealth Dimensions Group's CEG Position: Q2 2026 in Review

Wealth Dimensions Group increased its Constellation Energy (CEG) stake by 0.6% in Q2 2026, buying an estimated $2.54K and bringing the position to 1,508 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #129.

Wealth Dimensions Group first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Wealth Dimensions Group held 1,508 shares of Constellation Energy worth $374K as of Q2 2026.
Wealth Dimensions Group bought 9 Constellation Energy shares in Q2 2026, an estimated $2.54K.
Constellation Energy made up 0.07% of Wealth Dimensions Group's portfolio in Q2 2026, its #129 holding.
Wealth Dimensions Group first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
Wealth Dimensions Group's Constellation Energy position peaked at $549K in Q4 2025.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.