Barlow Wealth Partners’s Constellation Energy CEG Stock Holding History

Barlow Wealth Partners’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	$16.1M	Buy	66,046 +14,114	+27%	+$3.97M	1.74%	26
2026 Q1	$15.4M	Sell	51,932 -656	-1%	-$199K	1.71%	25
2025 Q4	$18M	Sell	52,588 -16,306	-24%	-$5.93M	1.94%	24
2025 Q3	$24.1M	Buy	68,894 +586	+0.9%	+$189K	2.68%	15
2025 Q2	$20.9M	Sell	68,308 -22,820	-25%	-$6.04M	2.51%	16
2025 Q1	$20.3M	Buy	91,128 +552	+0.6%	+$148K	2.67%	12
2024 Q4	$27.2M	Sell	90,576 -7,476	-8%	-$1.86M	3.45%	7
2024 Q3	$27.3M	Buy	98,052 +1,216	+1%	+$242K	3.57%	5
2024 Q2	$17M	Buy	96,836 +936	+1%	+$191K	2.35%	12
2024 Q1	$18.4M	Sell	95,900 -16,507	-15%	-$2.34M	2.5%	10
2023 Q4	$13.1M	Buy	+112,407	New	+$13.1M	1.87%	25

Other funds holding CEG

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Barlow Wealth Partners's CEG Position: Q2 2026 in Review

Barlow Wealth Partners increased its Constellation Energy (CEG) stake by 27% in Q2 2026, buying an estimated $3.97M and bringing the position to 66,046 shares worth $16.1M. The position accounts for 1.74% of the portfolio, ranked #26.

Barlow Wealth Partners first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.3M in Q3 2024. 807 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Barlow Wealth Partners held 66,046 shares of Constellation Energy worth $16.1M as of Q2 2026.
Barlow Wealth Partners bought 14,114 Constellation Energy shares in Q2 2026, an estimated $3.97M.
Constellation Energy made up 1.74% of Barlow Wealth Partners's portfolio in Q2 2026, its #26 holding.
Barlow Wealth Partners first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Constellation Energy position peaked at $27.3M in Q3 2024.
807 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.