FourThought Financial Partners’s Constellation Energy CEG Stock Holding History

FourThought Financial Partners’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	$380K	Buy	1,530 +111	+8%	+$31.3K	0.03%	235
2026 Q1	$396K	Buy	1,419 +146	+11%	+$44.4K	0.03%	212
2025 Q4	$450K	Buy	1,273 +119	+10%	+$43.2K	0.04%	225
2025 Q3	$380K	Sell	1,154 -80	-6%	-$25.8K	0.03%	230
2025 Q2	$398K	Sell	1,234 -104	-8%	-$27.5K	0.04%	210
2025 Q1	$270K	Buy	1,338 +3	+0.2%	+$804	0.03%	255
2024 Q4	$299K	Buy	+1,335	New	+$333K	0.03%	242
2024 Q2	–	Sell	-1,259	Closed	-$233K	–	210
2024 Q1	$233K	Buy	+1,259	New	+$179K	0.03%	287

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's CEG Position: Q2 2026 in Review

FourThought Financial Partners increased its Constellation Energy (CEG) stake by 7.8% in Q2 2026, buying an estimated $31.3K and bringing the position to 1,530 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #235.

FourThought Financial Partners first reported a position in CEG in Q1 2024 and has held it in 8 quarters since. The position peaked at $450K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

FourThought Financial Partners held 1,530 shares of Constellation Energy worth $380K as of Q2 2026.
FourThought Financial Partners bought 111 Constellation Energy shares in Q2 2026, an estimated $31.3K.
Constellation Energy made up 0.03% of FourThought Financial Partners's portfolio in Q2 2026, its #235 holding.
FourThought Financial Partners first reported a position in Constellation Energy in Q1 2024 and has held it in 8 quarters since.
FourThought Financial Partners's Constellation Energy position peaked at $450K in Q4 2025.
1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.