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Edgemoor Investment Advisors’s Constellation Energy CEG Stock Holding History

Edgemoor Investment 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 		– Sell
-772
Closed -$216K – 190
2026
Q1 		$216K Buy
772
+12
+2% +$3.65K 0.02% 165
2025
Q4 		$268K Sell
760
-3
-0.4% -$1.09K 0.02% 153
2025
Q3 		$251K Buy
763
+3
+0.4% +$968 0.02% 171
2025
Q2 		$245K Buy
+760
New +$201K 0.02% 152

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

Edgemoor Investment Advisors's CEG Position: Q2 2026 in Review

Edgemoor Investment Advisors sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 772 shares — an estimated $216K sold.

Edgemoor Investment Advisors first reported a position in CEG in Q2 2025 and held it in 4 quarters. The position peaked at $268K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Edgemoor Investment Advisors reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 772 Constellation Energy shares in Q2 2026, an estimated $216K.
  • Edgemoor Investment Advisors first reported a position in Constellation Energy in Q2 2025 and held it in 4 quarters.
  • Edgemoor Investment Advisors's Constellation Energy position peaked at $268K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.