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Comprehensive Financial Consultants Institutional’s Constellation Energy CEG Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$2.67M Buy
10,766
+3,151
+41% +$887K 0.71% 54
2026
Q1 		$2.13M Buy
7,615
+6,395
+524% +$1.94M 0.63% 58
2025
Q4 		$431K Hold
1,220
– – 0.13% 134
2025
Q3 		$401K Hold
1,220
– – 0.12% 136
2025
Q2 		$394K Hold
1,220
– – 0.13% 139
2025
Q1 		$246K Hold
1,220
– – 0.09% 161
2024
Q4 		$273K Hold
1,220
– – 0.1% 149
2024
Q3 		$317K Hold
1,220
– – 0.12% 142
2024
Q2 		$244K Hold
1,220
– – 0.1% 145
2024
Q1 		$226K Buy
+1,220
New +$173K 0.09% 149

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

Comprehensive Financial Consultants Institutional's CEG Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Constellation Energy (CEG) stake by 41% in Q2 2026, buying an estimated $887K and bringing the position to 10,766 shares worth $2.67M. The position accounts for 0.71% of the portfolio, ranked #54.

Comprehensive Financial Consultants Institutional first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 10,766 shares of Constellation Energy worth $2.67M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 3,151 Constellation Energy shares in Q2 2026, an estimated $887K.
  • Constellation Energy made up 0.71% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #54 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.