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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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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. 280 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.
  • 280 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.