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Wealthcare Advisory Partners’s Constellation Energy CEG Stock Holding History

Wealthcare Advisory 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 		$2.6M Buy
10,477
+1,652
+19% +$465K 0.05% 304
2026
Q1 		$2.46M Sell
8,825
-5
-0.1% -$1.52K 0.05% 323
2025
Q4 		$3.12M Buy
8,830
+735
+9% +$267K 0.06% 262
2025
Q3 		$2.66M Sell
8,095
-73
-0.9% -$23.6K 0.06% 280
2025
Q2 		$2.64M Buy
8,168
+454
+6% +$120K 0.06% 270
2025
Q1 		$1.56M Buy
7,714
+44
+0.6% +$11.8K 0.04% 346
2024
Q4 		$1.72M Buy
7,670
+840
+12% +$209K 0.05% 305
2024
Q3 		$1.78M Buy
6,830
+135
+2% +$26.8K 0.05% 292
2024
Q2 		$1.34M Buy
6,695
+1,511
+29% +$308K 0.04% 316
2024
Q1 		$958K Sell
5,184
-544
-9% -$77.2K 0.03% 380
2023
Q4 		$670K Buy
5,728
+86
+2% +$10K 0.03% 424
2023
Q3 		$615K Sell
5,642
-198
-3% -$20.4K 0.03% 385
2023
Q2 		$535K Buy
5,840
+186
+3% +$15.4K 0.02% 432
2023
Q1 		$444K Sell
5,654
-126
-2% -$10.2K 0.02% 488
2022
Q4 		$498K Buy
5,780
+323
+6% +$29.1K 0.02% 428
2022
Q3 		$454K Buy
5,457
+153
+3% +$11.3K 0.03% 386
2022
Q2 		$304K Buy
+5,304
New +$319K 0.02% 425

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Wealthcare Advisory Partners's CEG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Constellation Energy (CEG) stake by 19% in Q2 2026, buying an estimated $465K and bringing the position to 10,477 shares worth $2.6M. The position accounts for 0.05% of the portfolio, ranked #304.

Wealthcare Advisory Partners first reported a position in CEG in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.12M in Q4 2025. 418 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Wealthcare Advisory Partners held 10,477 shares of Constellation Energy worth $2.6M as of Q2 2026.
  • Wealthcare Advisory Partners bought 1,652 Constellation Energy shares in Q2 2026, an estimated $465K.
  • Constellation Energy made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #304 holding.
  • Wealthcare Advisory Partners first reported a position in Constellation Energy in Q2 2022 and has held it in 17 quarters since.
  • Wealthcare Advisory Partners's Constellation Energy position peaked at $3.12M in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.