Financial Perspectives’s Constellation Energy CEG Stock Holding History

Financial Perspectives’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	$186K	Hold	750	–	–	0.05%	179
2026 Q1	$209K	Hold	750	–	–	0.06%	154
2025 Q4	$265K	Hold	750	–	–	0.07%	142
2025 Q3	$247K	Buy	750 +590	+369%	+$190K	0.07%	142
2025 Q2	$51.6K	Hold	160	–	–	0.02%	305
2025 Q1	$32.3K	Hold	160	–	–	0.01%	351
2024 Q4	$35.8K	Hold	160	–	–	0.01%	338
2024 Q3	$41.6K	Hold	160	–	–	0.01%	300
2024 Q2	$32K	Hold	160	–	–	0.01%	320
2024 Q1	$29.6K	Hold	160	–	–	0.01%	332
2023 Q4	$18.7K	Hold	160	–	–	0.01%	387
2023 Q3	$17.5K	Hold	160	–	–	0.01%	377
2023 Q2	$14.6K	Hold	160	–	–	0.01%	406
2023 Q1	$12.6K	Hold	160	–	–	0.01%	423
2022 Q4	$13.8K	Hold	160	–	–	0.01%	406
2022 Q3	$13.3K	Hold	160	–	–	0.01%	399
2022 Q2	$9.16K	Hold	160	–	–	0.01%	450
2022 Q1	$9K	Buy	+160	New	+$7.8K	﹤0.01%	474

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

Financial Perspectives's CEG Position: Q2 2026 in Review

Financial Perspectives held its Constellation Energy (CEG) position steady in Q2 2026 at 750 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #179.

Financial Perspectives first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $265K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Financial Perspectives held 750 shares of Constellation Energy worth $186K as of Q2 2026.
Financial Perspectives left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #179 holding.
Financial Perspectives first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
Financial Perspectives's Constellation Energy position peaked at $265K in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.