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Beaumont Financial Advisors’s Constellation Energy CEG Stock Holding History

Beaumont Financial Advisors’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 		$372K Sell
1,498
-20
-1% -$5.63K 0.02% 279
2026
Q1 		$424K Buy
1,518
+26
+2% +$7.9K 0.03% 256
2025
Q4 		$527K Buy
1,492
+16
+1% +$5.82K 0.03% 227
2025
Q3 		$486K Sell
1,476
-38
-3% -$12.3K 0.03% 244
2025
Q2 		$489K Buy
1,514
+19
+1% +$5.03K 0.04% 227
2025
Q1 		$301K Buy
1,495
+14
+0.9% +$3.75K 0.02% 288
2024
Q4 		$331K Sell
1,481
-20
-1% -$4.99K 0.02% 277
2024
Q3 		$390K Buy
1,501
+6
+0.4% +$1.19K 0.03% 243
2024
Q2 		$299K Buy
1,495
+30
+2% +$6.12K 0.02% 276
2024
Q1 		$271K Buy
+1,465
New +$208K 0.02% 293

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 $3.37T AUM 44.26% 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

Beaumont Financial Advisors's CEG Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Constellation Energy (CEG) stake by 1.3% in Q2 2026, selling an estimated $5.63K and leaving 1,498 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #279.

Beaumont Financial Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $527K in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Beaumont Financial Advisors held 1,498 shares of Constellation Energy worth $372K as of Q2 2026.
  • Beaumont Financial Advisors sold 20 Constellation Energy shares in Q2 2026, an estimated $5.63K.
  • Constellation Energy made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #279 holding.
  • Beaumont Financial Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Beaumont Financial Advisors's Constellation Energy position peaked at $527K in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.