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WESPAC Advisors SoCal’s Constellation Energy CEG Stock Holding History

WESPAC Advisors SoCal’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 		$6.74M Sell
27,126
-484
-2% -$136K 1.2% 28
2026
Q1 		$7.71M Buy
27,610
+7,221
+35% +$2.19M 1.64% 22
2025
Q4 		$7.2M Buy
20,389
+200
+1% +$72.7K 1.45% 25
2025
Q3 		$6.64M Buy
20,189
+313
+2% +$101K 1.35% 31
2025
Q2 		$6.42M Buy
19,876
+11,193
+129% +$2.96M 1.43% 29
2025
Q1 		$1.75M Buy
+8,683
New +$2.33M 0.46% 51

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

WESPAC Advisors SoCal's CEG Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its Constellation Energy (CEG) stake by 1.8% in Q2 2026, selling an estimated $136K and leaving 27,126 shares worth $6.74M. The position accounts for 1.2% of the portfolio, ranked #28.

WESPAC Advisors SoCal first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.71M in Q1 2026. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • WESPAC Advisors SoCal held 27,126 shares of Constellation Energy worth $6.74M as of Q2 2026.
  • WESPAC Advisors SoCal sold 484 Constellation Energy shares in Q2 2026, an estimated $136K.
  • Constellation Energy made up 1.2% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #28 holding.
  • WESPAC Advisors SoCal first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • WESPAC Advisors SoCal's Constellation Energy position peaked at $7.71M in Q1 2026.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.