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Winthrop Advisory Group’s Constellation Energy CEG Stock Holding History

Winthrop Advisory Group’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 		$207K Buy
835
+43
+5% +$12.1K 0.01% 214
2026
Q1 		$221K Hold
792
– – 0.02% 177
2025
Q4 		$279K Buy
792
+170
+27% +$61.8K 0.02% 148
2025
Q3 		$205K Hold
622
– – 0.02% 184
2025
Q2 		$201K Buy
+622
New +$165K 0.02% 178

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

Winthrop Advisory Group's CEG Position: Q2 2026 in Review

Winthrop Advisory Group increased its Constellation Energy (CEG) stake by 5.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 835 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #214.

Winthrop Advisory Group first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Winthrop Advisory Group held 835 shares of Constellation Energy worth $207K as of Q2 2026.
  • Winthrop Advisory Group bought 43 Constellation Energy shares in Q2 2026, an estimated $12.1K.
  • Constellation Energy made up 0.01% of Winthrop Advisory Group's portfolio in Q2 2026, its #214 holding.
  • Winthrop Advisory Group first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Winthrop Advisory Group's Constellation Energy position peaked at $279K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.