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Family Management’s Constellation Energy CEG Stock Holding History

Family Management’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 		$642K Buy
2,585
+253
+11% +$71.3K 0.07% 152
2026
Q1 		$651K Buy
2,332
+5
+0.2% +$1.52K 0.08% 133
2025
Q4 		$822K Buy
2,327
+1,141
+96% +$415K 0.1% 101
2025
Q3 		$390K Hold
1,186
– – 0.05% 140
2025
Q2 		$383K Buy
+1,186
New +$314K 0.06% 134
2025
Q1 		– Sell
-910
Closed -$204K – 221
2024
Q4 		$204K Buy
+910
New +$227K 0.03% 159

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

Family Management's CEG Position: Q2 2026 in Review

Family Management increased its Constellation Energy (CEG) stake by 11% in Q2 2026, buying an estimated $71.3K and bringing the position to 2,585 shares worth $642K. The position accounts for 0.07% of the portfolio, ranked #152.

Family Management first reported a position in CEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $822K in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Family Management held 2,585 shares of Constellation Energy worth $642K as of Q2 2026.
  • Family Management bought 253 Constellation Energy shares in Q2 2026, an estimated $71.3K.
  • Constellation Energy made up 0.07% of Family Management's portfolio in Q2 2026, its #152 holding.
  • Family Management first reported a position in Constellation Energy in Q4 2024 and has held it in 6 quarters since.
  • Family Management's Constellation Energy position peaked at $822K in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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