Wellspring Financial Advisors’s Constellation Energy CEG Stock Holding History

Wellspring Financial Advisors’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	$192K	Sell	21,630 -150	-0.7%	-$42.2K	0.01%	272
2026 Q1	$254K	Sell	21,780 -7,310	-25%	-$2.22M	0.02%	233
2025 Q4	$316K	Buy	29,090 +2,228	+8%	+$810K	0.03%	195
2025 Q3	$281K	Buy	26,862 +26,073	+3,305%	+$8.41M	0.03%	124
2025 Q2	$255K	Buy	+789	New	+$209K	0.03%	126

Other funds holding CEG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Wellspring Financial Advisors's CEG Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Constellation Energy (CEG) stake by 0.69% in Q2 2026, selling an estimated $42.2K and leaving 21,630 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #272.

Wellspring Financial Advisors first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $316K in Q4 2025. 530 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Wellspring Financial Advisors held 21,630 shares of Constellation Energy worth $192K as of Q2 2026.
Wellspring Financial Advisors sold 150 Constellation Energy shares in Q2 2026, an estimated $42.2K.
Constellation Energy made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #272 holding.
Wellspring Financial Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
Wellspring Financial Advisors's Constellation Energy position peaked at $316K in Q4 2025.
530 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.