Kuhn & Co Investment Counsel’s Constellation Energy CEG Stock Holding History

Kuhn & Co Investment Counsel’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	$382K	Buy	1,540 +7	+0.5%	+$1.97K	0.22%	104
2026 Q1	$428K	Hold	1,533	–	–	0.28%	91
2025 Q4	$542K	Buy	1,533 +103	+7%	+$37.4K	0.36%	83
2025 Q3	$471K	Sell	1,430 -103	-7%	-$33.2K	0.37%	83
2025 Q2	$495K	Hold	1,533	–	–	0.37%	85
2025 Q1	$309K	Hold	1,533	–	–	0.26%	108
2024 Q4	$343K	Buy	1,533 +100	+7%	+$24.9K	0.29%	100
2024 Q3	$373K	Hold	1,433	–	–	0.32%	95
2024 Q2	$287K	Buy	+1,433	New	+$292K	0.26%	108

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

Kuhn & Co Investment Counsel's CEG Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Constellation Energy (CEG) stake by 0.46% in Q2 2026, buying an estimated $1.97K and bringing the position to 1,540 shares worth $382K. The position accounts for 0.22% of the portfolio, ranked #104.

Kuhn & Co Investment Counsel first reported a position in CEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $542K in Q4 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Kuhn & Co Investment Counsel held 1,540 shares of Constellation Energy worth $382K as of Q2 2026.
Kuhn & Co Investment Counsel bought 7 Constellation Energy shares in Q2 2026, an estimated $1.97K.
Constellation Energy made up 0.22% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #104 holding.
Kuhn & Co Investment Counsel first reported a position in Constellation Energy in Q2 2024 and has held it in 9 quarters since.
Kuhn & Co Investment Counsel's Constellation Energy position peaked at $542K in Q4 2025.
1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.