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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
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 $5.72T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Hoge Financial Services's CEG Position: Q1 2026 in Review

Hoge Financial Services increased its Constellation Energy (CEG) stake by 0.35% in Q1 2026, buying an estimated $912 and bringing the position to 855 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #62.

Hoge Financial Services first reported a position in CEG in Q2 2025 and has held it in 4 quarters since. The position peaked at $301K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Hoge Financial Services held 855 shares of Constellation Energy worth $239K as of Q1 2026.
  • Hoge Financial Services bought 3 Constellation Energy shares in Q1 2026, an estimated $912.
  • Constellation Energy made up 0.13% of Hoge Financial Services's portfolio in Q1 2026, its #62 holding.
  • Hoge Financial Services first reported a position in Constellation Energy in Q2 2025 and has held it in 4 quarters since.
  • Hoge Financial Services's Constellation Energy position peaked at $301K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.