Frank Rimerman Advisors’s Constellation Energy CEG Stock Holding History

Frank Rimerman 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	$762K	Sell	3,067 -272	-8%	-$76.6K	0.04%	313
2026 Q1	$932K	Buy	3,339 +204	+7%	+$62K	0.06%	256
2025 Q4	$1.11M	Buy	3,135 +40	+1%	+$14.5K	0.07%	216
2025 Q3	$1.02M	Buy	3,095 +142	+5%	+$45.8K	0.07%	222
2025 Q2	$953K	Buy	2,953 +1,012	+52%	+$268K	0.06%	220
2025 Q1	$391K	Buy	1,941 +15	+0.8%	+$4.02K	0.03%	360
2024 Q4	$431K	Buy	1,926 +137	+8%	+$34.2K	0.03%	336
2024 Q3	$465K	Sell	1,789 -1,129	-39%	-$224K	0.03%	338
2024 Q2	$584K	Buy	2,918 +2,909	+32,322%	+$593K	0.04%	310
2024 Q1	$1.66K	Buy	+9	New	+$1.28K	﹤0.01%	293

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 $3.37T AUM 44.26% 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

Frank Rimerman Advisors's CEG Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Constellation Energy (CEG) stake by 8.1% in Q2 2026, selling an estimated $76.6K and leaving 3,067 shares worth $762K. The position accounts for 0.04% of the portfolio, ranked #313.

Frank Rimerman Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Frank Rimerman Advisors held 3,067 shares of Constellation Energy worth $762K as of Q2 2026.
Frank Rimerman Advisors sold 272 Constellation Energy shares in Q2 2026, an estimated $76.6K.
Constellation Energy made up 0.04% of Frank Rimerman Advisors's portfolio in Q2 2026, its #313 holding.
Frank Rimerman Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
Frank Rimerman Advisors's Constellation Energy position peaked at $1.11M in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.