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Joel Isaacson & Co’s Constellation Energy CEG Stock Holding History

Joel Isaacson & Co’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 		$489K Buy
1,969
+86
+5% +$24.2K 0.01% 303
2026
Q1 		$526K Buy
1,883
+8
+0.4% +$2.43K 0.02% 271
2025
Q4 		$662K Buy
1,875
+148
+9% +$53.8K 0.02% 247
2025
Q3 		$568K Sell
1,727
-22
-1% -$7.1K 0.02% 253
2025
Q2 		$565K Buy
1,749
+133
+8% +$35.2K 0.02% 236
2025
Q1 		$326K Buy
1,616
+459
+40% +$123K 0.01% 299
2024
Q4 		$259K Hold
1,157
– – 0.01% 320
2024
Q3 		$301K Buy
+1,157
New +$230K 0.01% 287

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Joel Isaacson & Co's CEG Position: Q2 2026 in Review

Joel Isaacson & Co increased its Constellation Energy (CEG) stake by 4.6% in Q2 2026, buying an estimated $24.2K and bringing the position to 1,969 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #303.

Joel Isaacson & Co first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $662K in Q4 2025. 1,110 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Joel Isaacson & Co held 1,969 shares of Constellation Energy worth $489K as of Q2 2026.
  • Joel Isaacson & Co bought 86 Constellation Energy shares in Q2 2026, an estimated $24.2K.
  • Constellation Energy made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #303 holding.
  • Joel Isaacson & Co first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Joel Isaacson & Co's Constellation Energy position peaked at $662K in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.