WE
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Wealth Effects’s Constellation Energy CEG Stock Holding History

Wealth Effects’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 		$477K Sell
1,922
-170
-8% -$47.9K 0.13% 140
2026
Q1 		$584K Buy
2,092
+25
+1% +$7.6K 0.21% 96
2025
Q4 		$730K Hold
2,067
– – 0.23% 79
2025
Q3 		$680K Hold
2,067
– – 0.22% 84
2025
Q2 		$667K Buy
2,067
+1
+0% +$265 0.25% 79
2025
Q1 		$417K Buy
2,066
+150
+8% +$40.2K 0.18% 109
2024
Q4 		$429K Buy
1,916
+285
+17% +$71.1K 0.15% 120
2024
Q3 		$424K Buy
+1,631
New +$324K 0.15% 123

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

Wealth Effects's CEG Position: Q2 2026 in Review

Wealth Effects reduced its Constellation Energy (CEG) stake by 8.1% in Q2 2026, selling an estimated $47.9K and leaving 1,922 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #140.

Wealth Effects first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $730K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Wealth Effects held 1,922 shares of Constellation Energy worth $477K as of Q2 2026.
  • Wealth Effects sold 170 Constellation Energy shares in Q2 2026, an estimated $47.9K.
  • Constellation Energy made up 0.13% of Wealth Effects's portfolio in Q2 2026, its #140 holding.
  • Wealth Effects first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Wealth Effects's Constellation Energy position peaked at $730K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.