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HFM Investment Advisors’s Constellation Energy CEG Stock Holding History

HFM 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 		$251K Sell
1,011
-16
-2% -$4.51K 0.09% 22
2026
Q1 		$287K Hold
1,027
– – 0.11% 22
2025
Q4 		$363K Buy
1,027
+21
+2% +$7.63K 0.14% 21
2025
Q3 		$331K Sell
1,006
-1
-0.1% -$323 0.13% 21
2025
Q2 		$325K Buy
1,007
+87
+9% +$23K 0.14% 19
2025
Q1 		$186K Buy
+920
New +$247K 0.09% 20

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

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

HFM Investment Advisors reduced its Constellation Energy (CEG) stake by 1.6% in Q2 2026, selling an estimated $4.51K and leaving 1,011 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #22.

HFM Investment Advisors first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $363K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • HFM Investment Advisors held 1,011 shares of Constellation Energy worth $251K as of Q2 2026.
  • HFM Investment Advisors sold 16 Constellation Energy shares in Q2 2026, an estimated $4.51K.
  • Constellation Energy made up 0.09% of HFM Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • HFM Investment Advisors first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Constellation Energy position peaked at $363K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.