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Forum Financial Management’s Constellation Energy CEG Stock Holding History

Forum Financial Management’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 		$515K Sell
2,075
-55
-3% -$15.5K 0.01% 205
2026
Q1 		$595K Sell
2,130
-506
-19% -$154K 0.01% 179
2025
Q4 		$931K Buy
2,636
+169
+7% +$61.4K 0.01% 264
2025
Q3 		$812K Buy
2,467
+130
+6% +$42K 0.01% 287
2025
Q2 		$754K Buy
2,337
+851
+57% +$225K 0.01% 277
2025
Q1 		$300K Sell
1,486
-37
-2% -$9.92K 0.01% 594
2024
Q4 		$341K Sell
1,523
-900
-37% -$224K 0.01% 541
2024
Q3 		$630K Buy
2,423
+316
+15% +$62.8K 0.01% 267
2024
Q2 		$422K Sell
2,107
-103
-5% -$21K 0.01% 357
2024
Q1 		$409K Sell
2,210
-115
-5% -$16.3K 0.01% 393
2023
Q4 		$272K Sell
2,325
-218
-9% -$25.4K 0.01% 497
2023
Q3 		$277K Sell
2,543
-243
-9% -$25K 0.01% 445
2023
Q2 		$255K Sell
2,786
-271
-9% -$22.5K 0.01% 493
2023
Q1 		$240K Buy
+3,057
New +$247K 0.01% 479

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

Forum Financial Management's CEG Position: Q2 2026 in Review

Forum Financial Management reduced its Constellation Energy (CEG) stake by 2.6% in Q2 2026, selling an estimated $15.5K and leaving 2,075 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #205.

Forum Financial Management first reported a position in CEG in Q1 2023 and has held it in 14 quarters since. The position peaked at $931K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Forum Financial Management held 2,075 shares of Constellation Energy worth $515K as of Q2 2026.
  • Forum Financial Management sold 55 Constellation Energy shares in Q2 2026, an estimated $15.5K.
  • Constellation Energy made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #205 holding.
  • Forum Financial Management first reported a position in Constellation Energy in Q1 2023 and has held it in 14 quarters since.
  • Forum Financial Management's Constellation Energy position peaked at $931K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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