Greystone Financial Group’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$461K Buy
+1,856
New +$523K 0.13% 63
2026
Q1
Sell
-2,123
Closed -$750K 84
2025
Q4
$750K Sell
2,123
-363
-15% -$132K 0.12% 77
2025
Q3
$818K Buy
+2,486
New +$802K 0.13% 74

Other funds holding CEG

Greystone Financial Group's CEG Position: Q2 2026 in Review

Greystone Financial Group opened a new position in Constellation Energy (CEG) in Q2 2026: 1,856 shares worth $461K. The stake represents 0.13% of the portfolio and ranks #63 among its holdings. This is a return to the name: Greystone Financial Group previously reported a position in CEG as recently as Q4 2025.

Greystone Financial Group first reported a position in CEG in Q3 2025 and has held it in 3 quarters since. The position peaked at $818K in Q3 2025. 834 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Greystone Financial Group held 1,856 shares of Constellation Energy worth $461K as of Q2 2026.
  • Constellation Energy was a new Greystone Financial Group position in Q2 2026.
  • Constellation Energy made up 0.13% of Greystone Financial Group's portfolio in Q2 2026, its #63 holding.
  • Greystone Financial Group first reported a position in Constellation Energy in Q3 2025 and has held it in 3 quarters since.
  • Greystone Financial Group's Constellation Energy position peaked at $818K in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.