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Buckley Wealth Management’s Constellation Energy CEG Stock Holding History

Buckley 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 		$851K Buy
3,427
+113
+3% +$31.8K 0.21% 79
2026
Q1 		$925K Buy
3,314
+383
+13% +$116K 0.24% 77
2025
Q4 		$1.04M Sell
2,931
-5
-0.2% -$1.82K 0.27% 64
2025
Q3 		$966K Sell
2,936
-97
-3% -$31.3K 0.26% 68
2025
Q2 		$979K Sell
3,033
-9
-0.3% -$2.38K 0.29% 64
2025
Q1 		$613K Buy
3,042
+80
+3% +$21.4K 0.19% 81
2024
Q4 		$663K Buy
2,962
+65
+2% +$16.2K 0.2% 75
2024
Q3 		$753K Buy
2,897
+1,045
+56% +$208K 0.23% 71
2024
Q2 		$371K Buy
1,852
+1
+0.1% +$204 0.12% 88
2024
Q1 		$342K Buy
+1,851
New +$263K 0.11% 91

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

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

Buckley Wealth Management increased its Constellation Energy (CEG) stake by 3.4% in Q2 2026, buying an estimated $31.8K and bringing the position to 3,427 shares worth $851K. The position accounts for 0.21% of the portfolio, ranked #79.

Buckley Wealth Management first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q4 2025. 1,847 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Buckley Wealth Management held 3,427 shares of Constellation Energy worth $851K as of Q2 2026.
  • Buckley Wealth Management bought 113 Constellation Energy shares in Q2 2026, an estimated $31.8K.
  • Constellation Energy made up 0.21% of Buckley Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Buckley Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Buckley Wealth Management's Constellation Energy position peaked at $1.04M in Q4 2025.
  • 1,847 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.