BFG
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Berger Financial Group’s Constellation Energy CEG Stock Holding History

Berger Financial Group’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 		$577K Sell
2,324
-39
-2% -$11K 0.03% 283
2026
Q1 		$660K Sell
2,363
-12
-0.5% -$3.65K 0.04% 256
2025
Q4 		$839K Buy
2,375
+91
+4% +$33.1K 0.05% 226
2025
Q3 		$752K Buy
2,284
+40
+2% +$12.9K 0.04% 234
2025
Q2 		$724K Buy
2,244
+50
+2% +$13.2K 0.05% 222
2025
Q1 		$442K Buy
2,194
+20
+0.9% +$5.36K 0.03% 275
2024
Q4 		$486K Buy
2,174
+1,200
+123% +$299K 0.03% 258
2024
Q3 		$253K Buy
+974
New +$194K 0.02% 341

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Berger Financial Group's CEG Position: Q2 2026 in Review

Berger Financial Group reduced its Constellation Energy (CEG) stake by 1.7% in Q2 2026, selling an estimated $11K and leaving 2,324 shares worth $577K. The position accounts for 0.03% of the portfolio, ranked #283.

Berger Financial Group first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $839K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Berger Financial Group held 2,324 shares of Constellation Energy worth $577K as of Q2 2026.
  • Berger Financial Group sold 39 Constellation Energy shares in Q2 2026, an estimated $11K.
  • Constellation Energy made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #283 holding.
  • Berger Financial Group first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Berger Financial Group's Constellation Energy position peaked at $839K in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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