Wealth Enhancement Advisory Services
CEG icon

Wealth Enhancement Advisory Services’s Constellation Energy CEG Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.7M Buy
42,485
+1,985
+5% +$559K 0.02% 647
2026
Q1 		$11.5M Sell
40,500
-13,854
-25% -$4.21M 0.02% 542
2025
Q4 		$19.3M Buy
54,354
+3,050
+6% +$1.11M 0.03% 492
2025
Q3 		$18.4M Buy
51,304
+2,445
+5% +$789K 0.03% 472
2025
Q2 		$15.2M Buy
48,859
+3,016
+7% +$798K 0.03% 503
2025
Q1 		$9.24M Buy
45,843
+2,345
+5% +$629K 0.02% 607
2024
Q4 		$9.73M Buy
43,498
+3,248
+8% +$810K 0.02% 566
2024
Q3 		$10.5M Buy
40,250
+1,861
+5% +$370K 0.02% 502
2024
Q2 		$7.69M Sell
38,389
-8,657
-18% -$1.77M 0.02% 564
2024
Q1 		$8.7M Buy
47,046
+22,270
+90% +$3.16M 0.02% 513
2023
Q4 		$2.9M Buy
24,776
+1,891
+8% +$221K 0.01% 778
2023
Q3 		$2.5M Buy
22,885
+17,238
+305% +$1.78M 0.01% 784
2023
Q2 		$517K Sell
5,647
-35
-0.6% -$2.9K 0.01% 348
2023
Q1 		$446K Buy
+5,682
New +$460K 0.01% 397

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's CEG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Constellation Energy (CEG) stake by 4.9% in Q2 2026, buying an estimated $559K and bringing the position to 42,485 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #647.

Wealth Enhancement Advisory Services first reported a position in CEG in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.3M in Q4 2025. 326 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 42,485 shares of Constellation Energy worth $10.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,985 Constellation Energy shares in Q2 2026, an estimated $559K.
  • Constellation Energy made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #647 holding.
  • Wealth Enhancement Advisory Services first reported a position in Constellation Energy in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Constellation Energy position peaked at $19.3M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.