BWM
CEG icon

Bernard Wealth Management’s Constellation Energy CEG Stock Holding History

Bernard Wealth Management’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 		$60.1K Hold
242
– – 0.02% 127
2026
Q1 		$67.6K Hold
242
– – 0.03% 118
2025
Q4 		$85.5K Hold
242
– – 0.03% 105
2025
Q3 		$79.6K Hold
242
– – 0.03% 111
2025
Q2 		$78.1K Hold
242
– – 0.04% 105
2025
Q1 		$48.8K Hold
242
– – 0.02% 122
2024
Q4 		$54.1K Buy
+242
New +$60.3K 0.03% 117

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

Bernard Wealth Management's CEG Position: Q2 2026 in Review

Bernard Wealth Management held its Constellation Energy (CEG) position steady in Q2 2026 at 242 shares worth $60.1K. The position accounts for 0.02% of the portfolio, ranked #127.

Bernard Wealth Management first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $85.5K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Bernard Wealth Management held 242 shares of Constellation Energy worth $60.1K as of Q2 2026.
  • Bernard Wealth Management left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Bernard Wealth Management first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Constellation Energy position peaked at $85.5K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.