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Hoge Financial Services’s Constellation Energy CEG Stock Holding History

Hoge Financial Services’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 		$212K Buy
856
+1
+0.1% +$282 0.1% 78
2026
Q1 		$239K Buy
855
+3
+0.4% +$912 0.13% 62
2025
Q4 		$301K Buy
852
+14
+2% +$5.09K 0.16% 54
2025
Q3 		$276K Buy
838
+8
+1% +$2.58K 0.16% 56
2025
Q2 		$268K Buy
+830
New +$220K 0.17% 54

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 $3.38T AUM 44.17% 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

Hoge Financial Services's CEG Position: Q2 2026 in Review

Hoge Financial Services increased its Constellation Energy (CEG) stake by 0.12% in Q2 2026, buying an estimated $282 and bringing the position to 856 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #78.

Hoge Financial Services first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $301K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Hoge Financial Services held 856 shares of Constellation Energy worth $212K as of Q2 2026.
  • Hoge Financial Services bought 1 Constellation Energy share in Q2 2026, an estimated $282.
  • Constellation Energy made up 0.1% of Hoge Financial Services's portfolio in Q2 2026, its #78 holding.
  • Hoge Financial Services first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Hoge Financial Services's Constellation Energy position peaked at $301K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.