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Financial Consulate’s Constellation Energy CEG Stock Holding History

Financial Consulate’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 		$882K Sell
3,551
-1
-0% -$282 0.1% 62
2026
Q1 		$992K Buy
3,552
+46
+1% +$14K 0.12% 50
2025
Q4 		$1.24M Buy
3,506
+90
+3% +$32.7K 0.17% 41
2025
Q3 		$1.12M Buy
+3,416
New +$1.1M 0.16% 43
2023
Q2 		– Sell
-2,643
Closed -$207K – 55
2023
Q1 		$207K Buy
2,643
+283
+12% +$22.9K 0.07% 118
2022
Q4 		$203K Buy
+2,360
New +$212K 0.07% 132

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

Financial Consulate's CEG Position: Q2 2026 in Review

Financial Consulate reduced its Constellation Energy (CEG) stake by 0.03% in Q2 2026, selling an estimated $282 and leaving 3,551 shares worth $882K. The position accounts for 0.1% of the portfolio, ranked #62.

Financial Consulate first reported a position in CEG in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Financial Consulate held 3,551 shares of Constellation Energy worth $882K as of Q2 2026.
  • Financial Consulate sold 1 Constellation Energy share in Q2 2026, an estimated $282.
  • Constellation Energy made up 0.1% of Financial Consulate's portfolio in Q2 2026, its #62 holding.
  • Financial Consulate first reported a position in Constellation Energy in Q4 2022 and has held it in 6 quarters since.
  • Financial Consulate's Constellation Energy position peaked at $1.24M in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.