Wedmont Private Capital’s Constellation Energy CEG Stock Holding History

Wedmont Private Capital’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	$2.56M	Sell	10,172 -344	-3%	-$96.9K	0.07%	149
2026 Q1	$2.99M	Buy	10,516 +428	+4%	+$130K	0.1%	123
2025 Q4	$3.42M	Buy	10,088 +121	+1%	+$44K	0.12%	107
2025 Q3	$3.57M	Buy	9,967 +202	+2%	+$65.2K	0.13%	94
2025 Q2	$3.1M	Buy	9,765 +414	+4%	+$110K	0.13%	94
2025 Q1	$1.95M	Sell	9,351 -147	-2%	-$39.4K	0.1%	121
2024 Q4	$2.9M	Buy	9,498 +490	+5%	+$122K	0.15%	79
2024 Q3	$2.51M	Buy	9,008 +730	+9%	+$145K	0.14%	85
2024 Q2	$1.8M	Buy	8,278 +129	+2%	+$26.3K	0.11%	105
2024 Q1	$1.53M	Buy	8,149 +1,600	+24%	+$227K	0.11%	115
2023 Q4	$766K	Buy	6,549 +1,066	+19%	+$124K	0.06%	213
2023 Q3	$611K	Buy	5,483 +2,538	+86%	+$262K	0.06%	219
2023 Q2	$280K	Buy	+2,945	New	+$244K	0.03%	394
2023 Q1	–	Sell	-3,222	Closed	-$269K	–	470
2022 Q4	$269K	Buy	+3,222	New	+$290K	0.04%	360

Other funds holding CEG

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Citigroup New York $303B AUM 53.02% 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

Wedmont Private Capital's CEG Position: Q2 2026 in Review

Wedmont Private Capital reduced its Constellation Energy (CEG) stake by 3.3% in Q2 2026, selling an estimated $96.9K and leaving 10,172 shares worth $2.56M. The position accounts for 0.07% of the portfolio, ranked #149.

Wedmont Private Capital first reported a position in CEG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.57M in Q3 2025. 1,031 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Wedmont Private Capital held 10,172 shares of Constellation Energy worth $2.56M as of Q2 2026.
Wedmont Private Capital sold 344 Constellation Energy shares in Q2 2026, an estimated $96.9K.
Constellation Energy made up 0.07% of Wedmont Private Capital's portfolio in Q2 2026, its #149 holding.
Wedmont Private Capital first reported a position in Constellation Energy in Q4 2022 and has held it in 14 quarters since.
Wedmont Private Capital's Constellation Energy position peaked at $3.57M in Q3 2025.
1,031 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.