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Foundations Investment Advisors’s Constellation Energy CEG Stock Holding History

Foundations Investment 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 		$1.67M Buy
6,740
+572
+9% +$161K 0.02% 452
2026
Q1 		$1.72M Buy
6,168
+888
+17% +$270K 0.02% 405
2025
Q4 		$1.87M Buy
5,280
+493
+10% +$179K 0.02% 366
2025
Q3 		$1.58M Buy
4,787
+1,515
+46% +$489K 0.02% 356
2025
Q2 		$1.06M Buy
3,272
+739
+29% +$196K 0.02% 423
2025
Q1 		$511K Sell
2,533
-1,319
-34% -$354K 0.01% 578
2024
Q4 		$862K Buy
3,852
+40
+1% +$9.97K 0.02% 432
2024
Q3 		$991K Buy
3,812
+687
+22% +$137K 0.02% 363
2024
Q2 		$626K Buy
3,125
+1,815
+139% +$370K 0.02% 445
2024
Q1 		$242K Buy
+1,310
New +$186K 0.01% 629

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

Foundations Investment Advisors's CEG Position: Q2 2026 in Review

Foundations Investment Advisors increased its Constellation Energy (CEG) stake by 9.3% in Q2 2026, buying an estimated $161K and bringing the position to 6,740 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #452.

Foundations Investment Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.87M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Foundations Investment Advisors held 6,740 shares of Constellation Energy worth $1.67M as of Q2 2026.
  • Foundations Investment Advisors bought 572 Constellation Energy shares in Q2 2026, an estimated $161K.
  • Constellation Energy made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #452 holding.
  • Foundations Investment Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Foundations Investment Advisors's Constellation Energy position peaked at $1.87M in Q4 2025.
  • 1,856 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

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