First Manhattan’s Constellation Energy CEG Stock Holding History

First Manhattan’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	$693K	Buy	2,789 +386	+16%	+$109K	﹤0.01%	504
2026 Q1	$671K	Sell	2,403 -724	-23%	-$220K	﹤0.01%	507
2025 Q4	$1.1M	Buy	3,127 +111	+4%	+$40.3K	﹤0.01%	420
2025 Q3	$992K	Sell	3,016 -37	-1%	-$11.9K	﹤0.01%	434
2025 Q2	$985K	Sell	3,053 -116	-4%	-$30.7K	﹤0.01%	423
2025 Q1	$639K	Hold	3,169	–	–	﹤0.01%	456
2024 Q4	$709K	Hold	3,169	–	–	﹤0.01%	442
2024 Q3	$824K	Buy	3,169 +118	+4%	+$23.4K	﹤0.01%	399
2024 Q2	$611K	Hold	3,051	–	–	﹤0.01%	434
2024 Q1	$564K	Buy	3,051 +116	+4%	+$16.5K	﹤0.01%	458
2023 Q4	$343K	Buy	2,935 +1,544	+111%	+$180K	﹤0.01%	545
2023 Q3	$152K	Hold	1,391	–	–	﹤0.01%	700
2023 Q2	$127K	Hold	1,391	–	–	﹤0.01%	721
2023 Q1	$109K	Sell	1,391 -333	-19%	-$26.9K	﹤0.01%	797
2022 Q4	$149K	Hold	1,724	–	–	﹤0.01%	756
2022 Q3	$143K	Hold	1,724	–	–	﹤0.01%	749
2022 Q2	$98K	Hold	1,724	–	–	﹤0.01%	847
2022 Q1	$96K	Buy	+1,724	New	+$84.1K	﹤0.01%	885

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 Manhattan's CEG Position: Q2 2026 in Review

First Manhattan increased its Constellation Energy (CEG) stake by 16% in Q2 2026, buying an estimated $109K and bringing the position to 2,789 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

First Manhattan first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.1M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

First Manhattan held 2,789 shares of Constellation Energy worth $693K as of Q2 2026.
First Manhattan bought 386 Constellation Energy shares in Q2 2026, an estimated $109K.
Constellation Energy made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #504 holding.
First Manhattan first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
First Manhattan's Constellation Energy position peaked at $1.1M in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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