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Ethos Financial Group’s Constellation Energy CEG Stock Holding History

Ethos Financial Group’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 		$725K Buy
2,849
+1,470
+107% +$414K 0.05% 277
2026
Q1 		$487K Sell
1,379
-596
-30% -$181K 0.04% 314
2025
Q4 		$698K Buy
1,975
+428
+28% +$156K 0.05% 247
2025
Q3 		$509K Hold
1,547
– – 0.04% 266
2025
Q2 		$499K Hold
1,547
– – 0.04% 263
2025
Q1 		$312K Buy
+1,547
New +$415K 0.03% 314

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

Ethos Financial Group's CEG Position: Q2 2026 in Review

Ethos Financial Group increased its Constellation Energy (CEG) stake by 107% in Q2 2026, buying an estimated $414K and bringing the position to 2,849 shares worth $725K. The position accounts for 0.05% of the portfolio, ranked #277.

Ethos Financial Group first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Ethos Financial Group held 2,849 shares of Constellation Energy worth $725K as of Q2 2026.
  • Ethos Financial Group bought 1,470 Constellation Energy shares in Q2 2026, an estimated $414K.
  • Constellation Energy made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #277 holding.
  • Ethos Financial Group first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.