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Clifford Swan Investment Counsel’s Constellation Energy CEG Stock Holding History

Clifford Swan Investment Counsel’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 		$414K Buy
1,667
+88
+6% +$24.8K 0.01% 234
2026
Q1 		$441K Sell
1,579
-32
-2% -$9.72K 0.02% 224
2025
Q4 		$569K Sell
1,611
-18
-1% -$6.54K 0.02% 214
2025
Q3 		$536K Buy
1,629
+35
+2% +$11.3K 0.02% 217
2025
Q2 		$515K Buy
1,594
+2
+0.1% +$529 0.02% 218
2025
Q1 		$321K Sell
1,592
-178
-10% -$47.7K 0.01% 257
2024
Q4 		$396K Sell
1,770
-233
-12% -$58.1K 0.01% 237
2024
Q3 		$521K Sell
2,003
-16
-0.8% -$3.18K 0.02% 218
2024
Q2 		$404K Sell
2,019
-2
-0.1% -$408 0.02% 237
2024
Q1 		$374K Hold
2,021
– – 0.01% 245
2023
Q4 		$236K Hold
2,021
– – 0.01% 282
2023
Q3 		$220K Buy
+2,021
New +$208K 0.01% 284

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

Clifford Swan Investment Counsel's CEG Position: Q2 2026 in Review

Clifford Swan Investment Counsel increased its Constellation Energy (CEG) stake by 5.6% in Q2 2026, buying an estimated $24.8K and bringing the position to 1,667 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #234.

Clifford Swan Investment Counsel first reported a position in CEG in Q3 2023 and has held it in 12 quarters since. The position peaked at $569K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Clifford Swan Investment Counsel held 1,667 shares of Constellation Energy worth $414K as of Q2 2026.
  • Clifford Swan Investment Counsel bought 88 Constellation Energy shares in Q2 2026, an estimated $24.8K.
  • Constellation Energy made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #234 holding.
  • Clifford Swan Investment Counsel first reported a position in Constellation Energy in Q3 2023 and has held it in 12 quarters since.
  • Clifford Swan Investment Counsel's Constellation Energy position peaked at $569K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.