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Berman McAleer’s Constellation Energy CEG Stock Holding History

Berman McAleer’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 		$296K Buy
1,190
+9
+0.8% +$2.54K 0.03% 131
2026
Q1 		$330K Buy
1,181
+27
+2% +$8.21K 0.05% 120
2025
Q4 		$408K Sell
1,154
-40
-3% -$14.5K 0.06% 106
2025
Q3 		$393K Buy
+1,194
New +$385K 0.06% 106

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

Berman McAleer's CEG Position: Q2 2026 in Review

Berman McAleer increased its Constellation Energy (CEG) stake by 0.76% in Q2 2026, buying an estimated $2.54K and bringing the position to 1,190 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #131.

Berman McAleer first reported a position in CEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $408K in Q4 2025. 1,848 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Berman McAleer held 1,190 shares of Constellation Energy worth $296K as of Q2 2026.
  • Berman McAleer bought 9 Constellation Energy shares in Q2 2026, an estimated $2.54K.
  • Constellation Energy made up 0.03% of Berman McAleer's portfolio in Q2 2026, its #131 holding.
  • Berman McAleer first reported a position in Constellation Energy in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Constellation Energy position peaked at $408K in Q4 2025.
  • 1,848 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.