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Bedel Financial Consulting’s Constellation Energy CEG Stock Holding History

Bedel Financial Consulting’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 		$348K Buy
1,400
+2
+0.1% +$563 0.03% 223
2026
Q1 		$391K Buy
1,398
+102
+8% +$31K 0.04% 194
2025
Q4 		$458K Buy
1,296
+174
+16% +$63.2K 0.05% 171
2025
Q3 		$369K Buy
1,122
+2
+0.2% +$645 0.05% 194
2025
Q2 		$362K Buy
1,120
+1
+0.1% +$265 0.05% 193
2025
Q1 		$306K Buy
1,119
+71
+7% +$19K 0.04% 206
2024
Q4 		$329K Hold
1,048
– – 0.05% 202
2024
Q3 		$273K Hold
1,048
– – 0.04% 211
2024
Q2 		$210K Buy
+1,048
New +$214K 0.03% 238

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

Bedel Financial Consulting's CEG Position: Q2 2026 in Review

Bedel Financial Consulting increased its Constellation Energy (CEG) stake by 0.14% in Q2 2026, buying an estimated $563 and bringing the position to 1,400 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #223.

Bedel Financial Consulting first reported a position in CEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $458K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Bedel Financial Consulting held 1,400 shares of Constellation Energy worth $348K as of Q2 2026.
  • Bedel Financial Consulting bought 2 Constellation Energy shares in Q2 2026, an estimated $563.
  • Constellation Energy made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #223 holding.
  • Bedel Financial Consulting first reported a position in Constellation Energy in Q2 2024 and has held it in 9 quarters since.
  • Bedel Financial Consulting's Constellation Energy position peaked at $458K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.