AFT
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Alpha Family Trust’s Constellation Energy CEG Stock Holding History

Alpha Family Trust’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 		$551K Buy
2,220
+215
+11% +$60.5K 0.22% 75
2026
Q1 		$560K Hold
2,005
– – 0.27% 62
2025
Q4 		$708K Hold
2,005
– – 0.32% 54
2025
Q3 		$660K Hold
2,005
– – 0.31% 60
2025
Q2 		$647K Buy
2,005
+575
+40% +$152K 0.32% 56
2025
Q1 		$288K Hold
1,430
– – 0.17% 124
2024
Q4 		$320K Hold
1,430
– – 0.18% 96
2024
Q3 		$372K Hold
1,430
– – 0.21% 86
2024
Q2 		$286K Hold
1,430
– – 0.17% 107
2024
Q1 		$264K Buy
+1,430
New +$203K 0.16% 120

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 $3.38T AUM 44.17% 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

Alpha Family Trust's CEG Position: Q2 2026 in Review

Alpha Family Trust increased its Constellation Energy (CEG) stake by 11% in Q2 2026, buying an estimated $60.5K and bringing the position to 2,220 shares worth $551K. The position accounts for 0.22% of the portfolio, ranked #75.

Alpha Family Trust first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $708K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Alpha Family Trust held 2,220 shares of Constellation Energy worth $551K as of Q2 2026.
  • Alpha Family Trust bought 215 Constellation Energy shares in Q2 2026, an estimated $60.5K.
  • Constellation Energy made up 0.22% of Alpha Family Trust's portfolio in Q2 2026, its #75 holding.
  • Alpha Family Trust first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Alpha Family Trust's Constellation Energy position peaked at $708K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.