DFA
CEG icon

DHJJ Financial Advisors’s Constellation Energy CEG Stock Holding History

DHJJ Financial Advisors’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 		$249 Hold
1
– – ﹤0.01% 980
2026
Q1 		$280 Hold
1
– – ﹤0.01% 961
2025
Q4 		$354 Hold
1
– – ﹤0.01% 892
2025
Q3 		$330 Hold
1
– – ﹤0.01% 872
2025
Q2 		$323 Hold
1
– – ﹤0.01% 848
2025
Q1 		$202 Hold
1
– – ﹤0.01% 846
2024
Q4 		$224 Hold
1
– – ﹤0.01% 809
2024
Q3 		$261 Hold
1
– – ﹤0.01% 772
2024
Q2 		$201 Hold
1
– – ﹤0.01% 751
2024
Q1 		$185 Hold
1
– – ﹤0.01% 741
2023
Q4 		$117 Hold
1
– – ﹤0.01% 757
2023
Q3 		$110 Buy
+1
New +$103 ﹤0.01% 756

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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's CEG Position: Q2 2026 in Review

DHJJ Financial Advisors held its Constellation Energy (CEG) position steady in Q2 2026 at 1 share worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #980.

DHJJ Financial Advisors first reported a position in CEG in Q3 2023 and has held it in 12 quarters since. The position peaked at $354 in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • DHJJ Financial Advisors held 1 share of Constellation Energy worth $249 as of Q2 2026.
  • DHJJ Financial Advisors left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #980 holding.
  • DHJJ Financial Advisors first reported a position in Constellation Energy in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Constellation Energy position peaked at $354 in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.