Wealthcare Capital Partners’s Constellation Energy CEG Stock Holding History

Wealthcare Capital 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	$1.08M	Sell	4,362 -72	-2%	-$20.3K	0.45%	52
2026 Q1	$1.24M	Sell	4,434 -250	-5%	-$76K	0.58%	39
2025 Q4	$1.65M	Sell	4,684 -106	-2%	-$38.5K	0.78%	26
2025 Q3	$1.58M	Sell	4,790 -11	-0.2%	-$3.55K	0.72%	26
2025 Q2	$1.55M	Buy	4,801 +6	+0.1%	+$1.59K	0.78%	23
2025 Q1	$967K	Buy	4,795 +8	+0.2%	+$2.14K	0.5%	34
2024 Q4	$1.07M	Buy	+4,787	New	+$1.19M	0.56%	33

Other funds holding CEG

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Wealthcare Capital Partners reduced its Constellation Energy (CEG) stake by 1.6% in Q2 2026, selling an estimated $20.3K and leaving 4,362 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #52.

Wealthcare Capital Partners first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2025. 807 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Wealthcare Capital Partners held 4,362 shares of Constellation Energy worth $1.08M as of Q2 2026.
Wealthcare Capital Partners sold 72 Constellation Energy shares in Q2 2026, an estimated $20.3K.
Constellation Energy made up 0.45% of Wealthcare Capital Partners's portfolio in Q2 2026, its #52 holding.
Wealthcare Capital Partners first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Constellation Energy position peaked at $1.65M in Q4 2025.
807 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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