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Focus Financial Network’s Constellation Energy CEG Stock Holding History

Focus Financial Network’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 		$376K Buy
1,515
+81
+6% +$22.8K 0.01% 564
2026
Q1 		$401K Sell
1,434
-167
-10% -$50.8K 0.01% 521
2025
Q4 		$566K Buy
1,601
+465
+41% +$169K 0.02% 426
2025
Q3 		$374K Buy
1,136
+9
+0.8% +$2.9K 0.01% 528
2025
Q2 		$364K Buy
+1,127
New +$298K 0.01% 519
2025
Q1 		– Sell
-970
Closed -$217K – 687
2024
Q4 		$217K Buy
970
+52
+6% +$13K 0.01% 635
2024
Q3 		$239K Buy
+918
New +$182K 0.01% 604

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

Focus Financial Network's CEG Position: Q2 2026 in Review

Focus Financial Network increased its Constellation Energy (CEG) stake by 5.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,515 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #564.

Focus Financial Network first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $566K in Q4 2025. 1,855 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Focus Financial Network held 1,515 shares of Constellation Energy worth $376K as of Q2 2026.
  • Focus Financial Network bought 81 Constellation Energy shares in Q2 2026, an estimated $22.8K.
  • Constellation Energy made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #564 holding.
  • Focus Financial Network first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • Focus Financial Network's Constellation Energy position peaked at $566K in Q4 2025.
  • 1,855 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.