CFO
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Callan Family Office’s Constellation Energy CEG Stock Holding History

Callan Family Office’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 		$7.07M Sell
28,458
-559
-2% -$157K 0.14% 147
2026
Q1 		$8.1M Buy
29,017
+125
+0.4% +$38K 0.18% 112
2025
Q4 		$10.2M Buy
28,892
+12,640
+78% +$4.59M 0.22% 88
2025
Q3 		$5.35M Sell
16,252
-729
-4% -$235K 0.17% 137
2025
Q2 		$5.48M Buy
16,981
+13,726
+422% +$3.63M 0.17% 136
2025
Q1 		$656K Sell
3,255
-1,335
-29% -$358K 0.05% 276
2024
Q4 		$1.03M Buy
+4,590
New +$1.14M 0.07% 248

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 $3.38T AUM 44.17% 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

Callan Family Office's CEG Position: Q2 2026 in Review

Callan Family Office reduced its Constellation Energy (CEG) stake by 1.9% in Q2 2026, selling an estimated $157K and leaving 28,458 shares worth $7.07M. The position accounts for 0.14% of the portfolio, ranked #147.

Callan Family Office first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Callan Family Office held 28,458 shares of Constellation Energy worth $7.07M as of Q2 2026.
  • Callan Family Office sold 559 Constellation Energy shares in Q2 2026, an estimated $157K.
  • Constellation Energy made up 0.14% of Callan Family Office's portfolio in Q2 2026, its #147 holding.
  • Callan Family Office first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Constellation Energy position peaked at $10.2M in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.