CVA Family Office’s Constellation Energy CEG Stock Holding History

CVA Family Office’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	$188K	Buy	756 +1	+0.1%	+$282	0.02%	347
2026 Q1	$211K	Buy	755 +86	+13%	+$26.1K	0.02%	314
2025 Q4	$236K	Buy	669 +8	+1%	+$2.91K	0.03%	271
2025 Q3	$218K	Hold	661	–	–	0.03%	277
2025 Q2	$213K	Buy	661 +51	+8%	+$13.5K	0.03%	281
2025 Q1	$123K	Buy	610 +21	+4%	+$5.63K	0.02%	365
2024 Q4	$132K	Buy	589 +54	+10%	+$13.5K	0.02%	342
2024 Q3	$139K	Buy	535 +3	+0.6%	+$596	0.02%	316
2024 Q2	$107K	Buy	532 +18	+4%	+$3.67K	0.02%	338
2024 Q1	$95K	Buy	514 +3	+0.6%	+$426	0.02%	369
2023 Q4	$59.7K	Buy	+511	New	+$59.6K	0.01%	437
2023 Q3	–	Sell	-386	Closed	-$35.3K	–	350
2023 Q2	$35.3K	Sell	386 -5	-1%	-$415	0.01%	513
2023 Q1	$30.7K	Hold	391	–	–	0.01%	522
2022 Q4	$33.7K	Buy	391 +15	+4%	+$1.35K	0.01%	476
2022 Q3	$31K	Buy	376 +15	+4%	+$1.11K	0.01%	459
2022 Q2	$21K	Hold	361	–	–	0.01%	528
2022 Q1	$20K	Buy	+361	New	+$17.6K	﹤0.01%	557

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CVA Family Office's CEG Position: Q2 2026 in Review

CVA Family Office increased its Constellation Energy (CEG) stake by 0.13% in Q2 2026, buying an estimated $282 and bringing the position to 756 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #347.

CVA Family Office first reported a position in CEG in Q1 2022 and has held it in 17 quarters since. The position peaked at $236K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

CVA Family Office held 756 shares of Constellation Energy worth $188K as of Q2 2026.
CVA Family Office bought 1 Constellation Energy share in Q2 2026, an estimated $282.
Constellation Energy made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #347 holding.
CVA Family Office first reported a position in Constellation Energy in Q1 2022 and has held it in 17 quarters since.
CVA Family Office's Constellation Energy position peaked at $236K in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.