CIAS
CEG icon

CBIZ Investment Advisory Services’s Constellation Energy CEG Stock Holding History

CBIZ Investment Advisory Services’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 		$118K Hold
422
– – ﹤0.01% 54
2026
Q1 		$118K Buy
422
+373
+761% +$113K ﹤0.01% 54
2025
Q4 		$17.3K Hold
49
– – ﹤0.01% 287
2025
Q3 		$16.1K Sell
49
-217
-82% -$70K ﹤0.01% 279
2025
Q2 		$85.9K Buy
266
+246
+1,230% +$65.1K ﹤0.01% 86
2025
Q1 		$4.03K Buy
20
+10
+100% +$2.68K ﹤0.01% 415
2024
Q4 		$2.24K Buy
10
+7
+233% +$1.75K ﹤0.01% 370
2024
Q3 		$780 Hold
3
– – ﹤0.01% 374
2024
Q2 		$601 Hold
3
– – ﹤0.01% 380
2024
Q1 		$555 Buy
+3
New +$426 ﹤0.01% 338

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

CBIZ Investment Advisory Services's CEG Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Constellation Energy (CEG) position steady in Q2 2026 at 422 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #54.

CBIZ Investment Advisory Services first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • CBIZ Investment Advisory Services held 422 shares of Constellation Energy worth $118K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #54 holding.
  • CBIZ Investment Advisory Services first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.