Winch Advisory Services’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$44.1K Sell
178
-108
-38% -$30.4K 0.01% 205
2026
Q1
$79.7K Buy
286
+1
+0.4% +$304 0.02% 143
2025
Q4
$101K Buy
+285
New +$104K 0.02% 130
2024
Q2
Sell
-25
Closed -$4.63K 456
2024
Q1
$4.63K Buy
+25
New +$3.55K ﹤0.01% 317

Other funds holding CEG

Winch Advisory Services's CEG Position: Q2 2026 in Review

Winch Advisory Services reduced its Constellation Energy (CEG) stake by 38% in Q2 2026, selling an estimated $30.4K and leaving 178 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #205.

Winch Advisory Services first reported a position in CEG in Q1 2024 and has held it in 4 quarters since. The position peaked at $101K in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Winch Advisory Services held 178 shares of Constellation Energy worth $44.1K as of Q2 2026.
  • Winch Advisory Services sold 108 Constellation Energy shares in Q2 2026, an estimated $30.4K.
  • Constellation Energy made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #205 holding.
  • Winch Advisory Services first reported a position in Constellation Energy in Q1 2024 and has held it in 4 quarters since.
  • Winch Advisory Services's Constellation Energy position peaked at $101K in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.