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Wealth Management Partners’s Constellation Energy CEG Stock Holding History

Wealth Management Partners’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 		– Sell
-930
Closed -$260K – 157
2026
Q1 		$260K Sell
930
-2
-0.2% -$608 0.07% 131
2025
Q4 		$329K Sell
932
-26
-3% -$9.45K 0.09% 119
2025
Q3 		$315K Sell
958
-143
-13% -$46.2K 0.1% 117
2025
Q2 		$350K Sell
1,101
-242
-18% -$64K 0.12% 105
2025
Q1 		$271K Buy
+1,343
New +$360K 0.13% 100

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 Management Partners's CEG Position: Q2 2026 in Review

Wealth Management Partners sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 930 shares — an estimated $260K sold.

Wealth Management Partners first reported a position in CEG in Q1 2025 and held it in 5 quarters. The position peaked at $350K in Q2 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Wealth Management Partners reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Management Partners sold 930 Constellation Energy shares in Q2 2026, an estimated $260K.
  • Wealth Management Partners first reported a position in Constellation Energy in Q1 2025 and held it in 5 quarters.
  • Wealth Management Partners's Constellation Energy position peaked at $350K in Q2 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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