WT Wealth Management’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
Sell
-764
Closed -$213K 139
2026
Q1
$213K Buy
764
+108
+16% +$32.8K 0.06% 128
2025
Q4
$232K Buy
656
+2
+0.3% +$727 0.07% 118
2025
Q3
$215K Sell
654
-71
-10% -$22.9K 0.06% 133
2025
Q2
$234K Buy
+725
New +$192K 0.07% 131

Other funds holding CEG

WT Wealth Management's CEG Position: Q2 2026 in Review

WT Wealth Management sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 764 shares — an estimated $213K sold.

WT Wealth Management first reported a position in CEG in Q2 2025 and held it in 4 quarters. The position peaked at $234K in Q2 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • WT Wealth Management reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • WT Wealth Management sold 764 Constellation Energy shares in Q2 2026, an estimated $213K.
  • WT Wealth Management first reported a position in Constellation Energy in Q2 2025 and held it in 4 quarters.
  • WT Wealth Management's Constellation Energy position peaked at $234K in Q2 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.