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Marshall Investment Management’s Constellation Energy CEG Stock Holding History

Marshall 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 		$21.1K Buy
+85
New +$23.9K 0.01% 177
2025
Q2 		– Sell
-15
Closed -$3.03K – 51
2025
Q1 		$3.03K Buy
+15
New +$4.02K ﹤0.01% 202

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

Marshall Investment Management's CEG Position: Q2 2026 in Review

Marshall Investment Management opened a new position in Constellation Energy (CEG) in Q2 2026: 85 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in CEG as recently as Q1 2025.

Marshall Investment Management first reported a position in CEG in Q1 2025 and has held it in 2 quarters since. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Marshall Investment Management held 85 shares of Constellation Energy worth $21.1K as of Q2 2026.
  • Constellation Energy was a new Marshall Investment Management position in Q2 2026.
  • Constellation Energy made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #177 holding.
  • Marshall Investment Management first reported a position in Constellation Energy in Q1 2025 and has held it in 2 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.