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Westover Capital Advisors’s Constellation Energy CEG Stock Holding History

Westover Capital 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 		$689K Sell
2,774
-1
-0% -$282 0.11% 126
2026
Q1 		$775K Buy
2,775
+358
+15% +$109K 0.14% 111
2025
Q4 		$854K Sell
2,417
-14
-0.6% -$5.09K 0.16% 107
2025
Q3 		$800K Sell
2,431
-4
-0.2% -$1.29K 0.15% 110
2025
Q2 		$786K Sell
2,435
-1
-0% -$265 0.16% 112
2025
Q1 		$491K Buy
2,436
+12
+0.5% +$3.22K 0.11% 145
2024
Q4 		$542K Sell
2,424
-33
-1% -$8.23K 0.12% 140
2024
Q3 		$639K Hold
2,457
– – 0.12% 124
2024
Q2 		$492K Buy
2,457
+950
+63% +$194K 0.13% 130
2024
Q1 		$279K Buy
+1,507
New +$214K 0.08% 150

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

Westover Capital Advisors's CEG Position: Q2 2026 in Review

Westover Capital Advisors reduced its Constellation Energy (CEG) stake by 0.04% in Q2 2026, selling an estimated $282 and leaving 2,774 shares worth $689K. The position accounts for 0.11% of the portfolio, ranked #126.

Westover Capital Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $854K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Westover Capital Advisors held 2,774 shares of Constellation Energy worth $689K as of Q2 2026.
  • Westover Capital Advisors sold 1 Constellation Energy share in Q2 2026, an estimated $282.
  • Constellation Energy made up 0.11% of Westover Capital Advisors's portfolio in Q2 2026, its #126 holding.
  • Westover Capital Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Westover Capital Advisors's Constellation Energy position peaked at $854K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.