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Crestwood Advisors Group’s Constellation Energy CEG Stock Holding History

Crestwood Advisors Group’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 		$620K Buy
2,496
+56
+2% +$15.8K 0.01% 423
2026
Q1 		$681K Sell
2,440
-8
-0.3% -$2.43K 0.01% 352
2025
Q4 		$865K Buy
2,448
+621
+34% +$226K 0.01% 300
2025
Q3 		$601K Buy
1,827
+276
+18% +$89.1K 0.01% 346
2025
Q2 		$501K Buy
1,551
+235
+18% +$62.2K 0.01% 348
2025
Q1 		$265K Buy
1,316
+179
+16% +$48K 0.01% 448
2024
Q4 		$254K Buy
1,137
+49
+5% +$12.2K ﹤0.01% 413
2024
Q3 		$283K Buy
+1,088
New +$216K 0.01% 379

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

Crestwood Advisors Group's CEG Position: Q2 2026 in Review

Crestwood Advisors Group increased its Constellation Energy (CEG) stake by 2.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,496 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #423.

Crestwood Advisors Group first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $865K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Crestwood Advisors Group held 2,496 shares of Constellation Energy worth $620K as of Q2 2026.
  • Crestwood Advisors Group bought 56 Constellation Energy shares in Q2 2026, an estimated $15.8K.
  • Constellation Energy made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #423 holding.
  • Crestwood Advisors Group first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Crestwood Advisors Group's Constellation Energy position peaked at $865K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.