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Whipplewood Advisors’s Constellation Energy CEG Stock Holding History

Whipplewood 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 		$3.97K Sell
16
-22
-58% -$6.2K ﹤0.01% 347
2026
Q1 		$10.6K Buy
+38
New +$11.5K 0.01% 477
2025
Q3 		– Sell
-145
Closed -$46.8K – 444
2025
Q2 		$46.8K Sell
145
-44
-23% -$11.6K 0.03% 324
2025
Q1 		$35.9K Buy
189
+116
+159% +$31.1K 0.02% 356
2024
Q4 		$16.3K Buy
+73
New +$18.2K 0.01% 477

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

Whipplewood Advisors's CEG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Constellation Energy (CEG) stake by 58% in Q2 2026, selling an estimated $6.2K and leaving 16 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Whipplewood Advisors first reported a position in CEG in Q4 2024 and has held it in 5 quarters since. The position peaked at $46.8K in Q2 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Whipplewood Advisors held 16 shares of Constellation Energy worth $3.97K as of Q2 2026.
  • Whipplewood Advisors sold 22 Constellation Energy shares in Q2 2026, an estimated $6.2K.
  • Constellation Energy made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #347 holding.
  • Whipplewood Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Constellation Energy position peaked at $46.8K in Q2 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.