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Horizon Family Wealth’s Constellation Energy CEG Stock Holding History

Horizon Family Wealth’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 		$371K Buy
1,492
+97
+7% +$27.3K 0.17% 79
2026
Q1 		$390K Sell
1,395
-197
-12% -$59.9K 0.21% 72
2025
Q4 		$562K Buy
1,592
+1
+0.1% +$363 0.3% 53
2025
Q3 		$523K Hold
1,591
– – 0.3% 48
2025
Q2 		$513K Buy
+1,591
New +$421K 0.31% 45

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

Horizon Family Wealth's CEG Position: Q2 2026 in Review

Horizon Family Wealth increased its Constellation Energy (CEG) stake by 7% in Q2 2026, buying an estimated $27.3K and bringing the position to 1,492 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #79.

Horizon Family Wealth first reported a position in CEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $562K in Q4 2025. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Horizon Family Wealth held 1,492 shares of Constellation Energy worth $371K as of Q2 2026.
  • Horizon Family Wealth bought 97 Constellation Energy shares in Q2 2026, an estimated $27.3K.
  • Constellation Energy made up 0.17% of Horizon Family Wealth's portfolio in Q2 2026, its #79 holding.
  • Horizon Family Wealth first reported a position in Constellation Energy in Q2 2025 and has held it in 5 quarters since.
  • Horizon Family Wealth's Constellation Energy position peaked at $562K in Q4 2025.
  • 1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.