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American Institute for Advanced Investment Management’s Constellation Energy CEG Stock Holding History

American Institute for Advanced Investment Management’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 		$1.5M Hold
6,021
– – 0.87% 30
2026
Q1 		$1.69M Sell
6,021
-225
-4% -$68.4K 1.1% 22
2025
Q4 		$2.19M Sell
6,246
-371
-6% -$135K 1.41% 17
2025
Q3 		$2.17M Sell
6,617
-150
-2% -$48.4K 1.42% 16
2025
Q2 		$2.18M Sell
6,767
-405
-6% -$107K 1.54% 12
2025
Q1 		$1.46M Buy
7,172
+225
+3% +$60.3K 1.12% 23
2024
Q4 		$1.55M Sell
6,947
-420
-6% -$105K 1.16% 20
2024
Q3 		$1.91M Buy
7,367
+330
+5% +$65.6K 1.36% 15
2024
Q2 		$1.42M Sell
7,037
-35
-0.5% -$7.14K 1.08% 23
2024
Q1 		$1.32M Buy
7,072
+618
+10% +$87.8K 1.05% 27
2023
Q4 		$754K Sell
6,454
-327
-5% -$38.2K 0.67% 46
2023
Q3 		$840K Sell
6,781
-1,073
-14% -$111K 0.78% 40
2023
Q2 		$719K Buy
7,854
+1,683
+27% +$140K 0.63% 46
2023
Q1 		$386K Sell
6,171
-1,799
-23% -$146K 0.41% 65
2022
Q4 		$687K Buy
7,970
+1,250
+19% +$112K 0.63% 50
2022
Q3 		$559K Hold
6,720
– – 0.52% 55
2022
Q2 		$385K Buy
+6,720
New +$404K 0.34% 73

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

American Institute for Advanced Investment Management's CEG Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Constellation Energy (CEG) position steady in Q2 2026 at 6,021 shares worth $1.5M. The position accounts for 0.87% of the portfolio, ranked #30.

American Institute for Advanced Investment Management first reported a position in CEG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.19M in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • American Institute for Advanced Investment Management held 6,021 shares of Constellation Energy worth $1.5M as of Q2 2026.
  • American Institute for Advanced Investment Management left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.87% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #30 holding.
  • American Institute for Advanced Investment Management first reported a position in Constellation Energy in Q2 2022 and has held it in 17 quarters since.
  • American Institute for Advanced Investment Management's Constellation Energy position peaked at $2.19M in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.