Empire Financial Management Company’s Constellation Energy CEG Stock Holding History

Empire Financial Management Company’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	-17,118	Closed	-$4.78M	–	156
2026 Q1	$4.78M	Hold	17,118	–	–	1.08%	24
2025 Q4	$6.05M	Hold	17,118	–	–	1.31%	14
2025 Q3	$5.63M	Hold	17,118	–	–	1.29%	14
2025 Q2	$5.53M	Sell	17,118 -3	-0%	-$794	1.59%	9
2025 Q1	$3.45M	Sell	17,121 -280	-2%	-$75K	1.07%	26
2024 Q4	$3.89M	Hold	17,401	–	–	1.21%	20
2024 Q3	$4.52M	Hold	17,401	–	–	1.39%	10
2024 Q2	$3.48M	Sell	17,401 -500	-3%	-$102K	1.15%	19
2024 Q1	$3.31M	Sell	17,901 -1,000	-5%	-$142K	1.09%	22
2023 Q4	$2.21M	Hold	18,901	–	–	0.86%	32
2023 Q3	$2.06M	Hold	18,901	–	–	0.9%	30
2023 Q2	$1.73M	Hold	18,901	–	–	0.69%	47
2023 Q1	$1.48M	Buy	+18,901	New	+$1.53M	0.6%	54

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

Empire Financial Management Company's CEG Position: Q2 2026 in Review

Empire Financial Management Company sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 17,118 shares — an estimated $4.78M sold.

Empire Financial Management Company first reported a position in CEG in Q1 2023 and held it in 13 quarters. The position peaked at $6.05M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Empire Financial Management Company reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 17,118 Constellation Energy shares in Q2 2026, an estimated $4.78M.
Empire Financial Management Company first reported a position in Constellation Energy in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's Constellation Energy position peaked at $6.05M in Q4 2025.
1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.