Jamison Private Wealth Management’s Constellation Energy CEG Stock Holding History

Jamison Private Wealth Management’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	$1.89M	Buy	7,626 +7	+0.1%	+$1.97K	0.19%	93
2026 Q1	$2.13M	Buy	7,619 +2	+0%	+$608	0.26%	84
2025 Q4	$2.69M	Sell	7,617 -50	-0.7%	-$18.2K	0.33%	70
2025 Q3	$2.52M	Sell	7,667 -72	-0.9%	-$23.2K	0.32%	72
2025 Q2	$2.5M	Sell	7,739 -90	-1%	-$23.8K	0.36%	67
2025 Q1	$1.58M	Buy	7,829 +13	+0.2%	+$3.48K	0.24%	92
2024 Q4	$1.75M	Sell	7,816 -48	-0.6%	-$12K	0.26%	87
2024 Q3	$2.04M	Buy	7,864 +4	+0.1%	+$795	0.31%	76
2024 Q2	$1.57M	Sell	7,860 -187	-2%	-$38.1K	0.26%	82
2024 Q1	$1.49M	Sell	8,047 -18	-0.2%	-$2.56K	0.25%	82
2023 Q4	$943K	Sell	8,065 -735	-8%	-$85.8K	0.18%	98
2023 Q3	$960K	Buy	+8,800	New	+$907K	0.2%	95

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jamison Private Wealth Management's CEG Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Constellation Energy (CEG) stake by 0.09% in Q2 2026, buying an estimated $1.97K and bringing the position to 7,626 shares worth $1.89M. The position accounts for 0.19% of the portfolio, ranked #93.

Jamison Private Wealth Management first reported a position in CEG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.69M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Jamison Private Wealth Management held 7,626 shares of Constellation Energy worth $1.89M as of Q2 2026.
Jamison Private Wealth Management bought 7 Constellation Energy shares in Q2 2026, an estimated $1.97K.
Constellation Energy made up 0.19% of Jamison Private Wealth Management's portfolio in Q2 2026, its #93 holding.
Jamison Private Wealth Management first reported a position in Constellation Energy in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Constellation Energy position peaked at $2.69M in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.