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BIP Wealth’s Constellation Energy CEG Stock Holding History

BIP Wealth’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 		$1.08M Buy
4,329
+962
+29% +$271K 0.03% 247
2026
Q1 		$940K Sell
3,367
-445
-12% -$135K 0.04% 206
2025
Q4 		$1.35M Buy
3,812
+3,021
+382% +$1.1M 0.05% 179
2025
Q3 		$260K Buy
+791
New +$255K 0.01% 256

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

BIP Wealth's CEG Position: Q2 2026 in Review

BIP Wealth increased its Constellation Energy (CEG) stake by 29% in Q2 2026, buying an estimated $271K and bringing the position to 4,329 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #247.

BIP Wealth first reported a position in CEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.35M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • BIP Wealth held 4,329 shares of Constellation Energy worth $1.08M as of Q2 2026.
  • BIP Wealth bought 962 Constellation Energy shares in Q2 2026, an estimated $271K.
  • Constellation Energy made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #247 holding.
  • BIP Wealth first reported a position in Constellation Energy in Q3 2025 and has held it in 4 quarters since.
  • BIP Wealth's Constellation Energy position peaked at $1.35M in Q4 2025.
  • 1,856 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.