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Custom Index Systems’s Constellation Energy CEG Stock Holding History

Custom Index Systems’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 		$647K Sell
2,605
-184
-7% -$51.8K 0.23% 110
2026
Q1 		$779K Sell
2,789
-701
-20% -$213K 0.34% 80
2025
Q4 		$1.23M Sell
3,490
-791
-18% -$287K 0.54% 48
2025
Q3 		$1.41M Buy
4,281
+1,288
+43% +$416K 0.42% 69
2025
Q2 		$966K Sell
2,993
-48
-2% -$12.7K 0.46% 61
2025
Q1 		$613K Buy
3,041
+2,010
+195% +$539K 0.31% 92
2024
Q4 		$231K Sell
1,031
-11
-1% -$2.74K 0.12% 212
2024
Q3 		$271K Buy
+1,042
New +$207K 0.15% 200
2024
Q2 		– Sell
-1,176
Closed -$217K – 258
2024
Q1 		$217K Buy
+1,176
New +$167K 0.12% 233

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

Custom Index Systems's CEG Position: Q2 2026 in Review

Custom Index Systems reduced its Constellation Energy (CEG) stake by 6.6% in Q2 2026, selling an estimated $51.8K and leaving 2,605 shares worth $647K. The position accounts for 0.23% of the portfolio, ranked #110.

Custom Index Systems first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q3 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Custom Index Systems held 2,605 shares of Constellation Energy worth $647K as of Q2 2026.
  • Custom Index Systems sold 184 Constellation Energy shares in Q2 2026, an estimated $51.8K.
  • Constellation Energy made up 0.23% of Custom Index Systems's portfolio in Q2 2026, its #110 holding.
  • Custom Index Systems first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
  • Custom Index Systems's Constellation Energy position peaked at $1.41M in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.