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Foundation Wealth Management (Pennsylvania)’s Constellation Energy CEG Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$210K Hold
847
– – 0.06% 103
2026
Q1 		$237K Hold
847
– – 0.08% 84
2025
Q4 		$299K Hold
847
– – 0.11% 74
2025
Q3 		$279K Hold
847
– – 0.11% 73
2025
Q2 		$273K Buy
+847
New +$224K 0.12% 75

Other funds holding CEG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s CEG Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its Constellation Energy (CEG) position steady in Q2 2026 at 847 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #103.

Foundation Wealth Management (Pennsylvania) first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q4 2025. 899 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 847 shares of Constellation Energy worth $210K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.06% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #103 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Constellation Energy position peaked at $299K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.