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Western Wealth Management’s Constellation Energy CEG Stock Holding History

Western Wealth Management’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 		$404K Buy
1,625
+257
+19% +$72.4K 0.01% 742
2026
Q1 		$382K Buy
1,368
+22
+2% +$6.69K 0.01% 715
2025
Q4 		$476K Buy
1,346
+49
+4% +$17.8K 0.02% 529
2025
Q3 		$427K Buy
1,297
+10
+0.8% +$3.23K 0.02% 482
2025
Q2 		$415K Sell
1,287
-7
-0.5% -$1.85K 0.02% 466
2025
Q1 		$261K Buy
1,294
+156
+14% +$41.8K 0.02% 570
2024
Q4 		$255K Sell
1,138
-2
-0.2% -$499 0.01% 656
2024
Q3 		$297K Buy
1,140
+130
+13% +$25.8K 0.02% 600
2024
Q2 		$202K Buy
+1,010
New +$206K 0.02% 630

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

Western Wealth Management's CEG Position: Q2 2026 in Review

Western Wealth Management increased its Constellation Energy (CEG) stake by 19% in Q2 2026, buying an estimated $72.4K and bringing the position to 1,625 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #742.

Western Wealth Management first reported a position in CEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $476K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Western Wealth Management held 1,625 shares of Constellation Energy worth $404K as of Q2 2026.
  • Western Wealth Management bought 257 Constellation Energy shares in Q2 2026, an estimated $72.4K.
  • Constellation Energy made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #742 holding.
  • Western Wealth Management first reported a position in Constellation Energy in Q2 2024 and has held it in 9 quarters since.
  • Western Wealth Management's Constellation Energy position peaked at $476K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.