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Liberty One Investment Management’s Constellation Energy CEG Stock Holding History

Liberty One Investment 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 		$288K Buy
1,159
+113
+11% +$31.8K 0.03% 139
2026
Q1 		$292K Buy
1,046
+974
+1,353% +$296K 0.03% 144
2025
Q4 		$25.5K Sell
72
-1,045
-94% -$380K ﹤0.01% 138
2025
Q3 		$368K Buy
1,117
+22
+2% +$7.1K 0.02% 132
2025
Q2 		$353K Sell
1,095
-1
-0.1% -$265 0.04% 124
2025
Q1 		$221K Buy
+1,096
New +$294K 0.02% 133

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

Liberty One Investment Management's CEG Position: Q2 2026 in Review

Liberty One Investment Management increased its Constellation Energy (CEG) stake by 11% in Q2 2026, buying an estimated $31.8K and bringing the position to 1,159 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #139.

Liberty One Investment Management first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $368K in Q3 2025. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Liberty One Investment Management held 1,159 shares of Constellation Energy worth $288K as of Q2 2026.
  • Liberty One Investment Management bought 113 Constellation Energy shares in Q2 2026, an estimated $31.8K.
  • Constellation Energy made up 0.03% of Liberty One Investment Management's portfolio in Q2 2026, its #139 holding.
  • Liberty One Investment Management first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Liberty One Investment Management's Constellation Energy position peaked at $368K in Q3 2025.
  • 1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.