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WealthShield Partners’s Constellation Energy CEG Stock Holding History

WealthShield 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 		$2.34M Buy
9,411
+190
+2% +$53.5K 0.36% 81
2026
Q1 		$2.57M Buy
9,221
+8,365
+977% +$2.54M 0.29% 102
2025
Q4 		$302K Buy
856
+11
+1% +$4K 0.03% 290
2025
Q3 		$278K Hold
845
– – 0.03% 288
2025
Q2 		$273K Buy
+845
New +$224K 0.03% 287

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

WealthShield Partners's CEG Position: Q2 2026 in Review

WealthShield Partners increased its Constellation Energy (CEG) stake by 2.1% in Q2 2026, buying an estimated $53.5K and bringing the position to 9,411 shares worth $2.34M. The position accounts for 0.36% of the portfolio, ranked #81.

WealthShield Partners first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.57M in Q1 2026. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • WealthShield Partners held 9,411 shares of Constellation Energy worth $2.34M as of Q2 2026.
  • WealthShield Partners bought 190 Constellation Energy shares in Q2 2026, an estimated $53.5K.
  • Constellation Energy made up 0.36% of WealthShield Partners's portfolio in Q2 2026, its #81 holding.
  • WealthShield Partners first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • WealthShield Partners's Constellation Energy position peaked at $2.57M in Q1 2026.
  • 1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.