First Foundation Advisors’s Constellation Energy CEG Stock Holding History

First Foundation Advisors’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	$963K	Sell	3,877 -1,127	-23%	-$317K	0.03%	187
2026 Q1	$1.4M	Buy	5,004 +1,172	+31%	+$356K	0.06%	159
2025 Q4	$1.35M	Buy	3,832 +3,040	+384%	+$1.1M	0.05%	156
2025 Q3	$261K	Buy	792 +68	+9%	+$21.9K	0.01%	294
2025 Q2	$234K	Buy	+724	New	+$192K	0.01%	309

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

First Foundation Advisors's CEG Position: Q2 2026 in Review

First Foundation Advisors reduced its Constellation Energy (CEG) stake by 23% in Q2 2026, selling an estimated $317K and leaving 3,877 shares worth $963K. The position accounts for 0.03% of the portfolio, ranked #187.

First Foundation Advisors first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q1 2026. 1,855 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

First Foundation Advisors held 3,877 shares of Constellation Energy worth $963K as of Q2 2026.
First Foundation Advisors sold 1,127 Constellation Energy shares in Q2 2026, an estimated $317K.
Constellation Energy made up 0.03% of First Foundation Advisors's portfolio in Q2 2026, its #187 holding.
First Foundation Advisors first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
First Foundation Advisors's Constellation Energy position peaked at $1.4M in Q1 2026.
1,855 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.