Wisconsin Wealth Advisors’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
$289K Buy
1,165
+4
+0.3% +$1.13K 0.25% 77
2026
Q1
$324K Buy
1,161
+13
+1% +$3.95K 0.32% 70
2025
Q4
$405K Sell
1,148
-156
-12% -$56.7K 0.4% 67
2025
Q3
$429K Sell
1,304
-5
-0.4% -$1.61K 0.41% 67
2025
Q2
$422K Buy
+1,309
New +$346K 0.49% 65

Other funds holding CEG

Wisconsin Wealth Advisors's CEG Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Constellation Energy (CEG) stake by 0.34% in Q2 2026, buying an estimated $1.13K and bringing the position to 1,165 shares worth $289K. The position accounts for 0.25% of the portfolio, ranked #77.

Wisconsin Wealth Advisors first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $429K in Q3 2025. 528 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Wisconsin Wealth Advisors held 1,165 shares of Constellation Energy worth $289K as of Q2 2026.
  • Wisconsin Wealth Advisors bought 4 Constellation Energy shares in Q2 2026, an estimated $1.13K.
  • Constellation Energy made up 0.25% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Wisconsin Wealth Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Wisconsin Wealth Advisors's Constellation Energy position peaked at $429K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.