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Freedom Financial Partners’s Constellation Energy CEG Stock Holding History

Freedom 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 		$211K Hold
849
– – 0.07% 88
2026
Q1 		$237K Hold
849
– – 0.08% 84
2025
Q4 		$300K Hold
849
– – 0.11% 74
2025
Q3 		$279K Hold
849
– – 0.11% 73
2025
Q2 		$274K Buy
+849
New +$225K 0.12% 67

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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

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

Freedom Financial Partners held its Constellation Energy (CEG) position steady in Q2 2026 at 849 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #88.

Freedom Financial Partners first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $300K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Freedom Financial Partners held 849 shares of Constellation Energy worth $211K as of Q2 2026.
  • Freedom Financial Partners left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.07% of Freedom Financial Partners's portfolio in Q2 2026, its #88 holding.
  • Freedom Financial Partners first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Freedom Financial Partners's Constellation Energy position peaked at $300K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.