Analyst IMS Investment Management Services’s Constellation Energy CEG Stock Holding History

Analyst IMS Investment Management Services’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	$2.1M	Sell	8,434 -596	-7%	-$168K	0.05%	69
2026 Q1	$2.52M	Buy	9,030 +191	+2%	+$58K	0.08%	54
2025 Q4	$3.12M	Sell	8,839 -26	-0.3%	-$9.45K	0.09%	47
2025 Q3	$2.92M	Sell	8,865 -152	-2%	-$49.1K	0.09%	49
2025 Q2	$2.91M	Buy	9,017 +4,154	+85%	+$1.1M	0.1%	50
2025 Q1	$981K	Sell	4,863 -589	-11%	-$158K	0.04%	86
2024 Q4	$1.22M	Buy	5,452 +3,892	+249%	+$970K	0.04%	74
2024 Q3	$406K	Buy	+1,560	New	+$310K	0.02%	113

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Analyst IMS Investment Management Services's CEG Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its Constellation Energy (CEG) stake by 6.6% in Q2 2026, selling an estimated $168K and leaving 8,434 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #69.

Analyst IMS Investment Management Services first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.12M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Analyst IMS Investment Management Services held 8,434 shares of Constellation Energy worth $2.1M as of Q2 2026.
Analyst IMS Investment Management Services sold 596 Constellation Energy shares in Q2 2026, an estimated $168K.
Constellation Energy made up 0.05% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #69 holding.
Analyst IMS Investment Management Services first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
Analyst IMS Investment Management Services's Constellation Energy position peaked at $3.12M in Q4 2025.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.