Mascoma Wealth Management’s Constellation Energy CEG Stock Holding History

Mascoma 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	$16.1K	Hold	65	–	–	﹤0.01%	281
2026 Q1	$18.2K	Sell	65 -2	-3%	-$608	﹤0.01%	269
2025 Q4	$23.7K	Buy	67 +5	+8%	+$1.82K	0.01%	243
2025 Q3	$20.4K	Hold	62	–	–	﹤0.01%	262
2025 Q2	$20K	Hold	62	–	–	﹤0.01%	261
2025 Q1	$12.5K	Sell	62 -42	-40%	-$11.3K	﹤0.01%	308
2024 Q4	$23.3K	Buy	104 +42	+68%	+$10.5K	0.01%	263
2024 Q3	$16.1K	Hold	62	–	–	﹤0.01%	282
2024 Q2	$12.4K	Hold	62	–	–	﹤0.01%	315
2024 Q1	$11.5K	Hold	62	–	–	﹤0.01%	303
2023 Q4	$7.25K	Hold	62	–	–	﹤0.01%	352
2023 Q3	$6.76K	Hold	62	–	–	﹤0.01%	361
2023 Q2	$6.5K	Sell	62 -116	-65%	-$9.62K	﹤0.01%	362
2023 Q1	$13.8K	Hold	178	–	–	﹤0.01%	374
2022 Q4	$15.3K	Hold	178	–	–	﹤0.01%	366
2022 Q3	$15K	Buy	178 +82	+85%	+$6.04K	0.01%	355
2022 Q2	$5K	Hold	96	–	–	﹤0.01%	493
2022 Q1	$5K	Buy	+96	New	+$4.68K	﹤0.01%	504

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

Mascoma Wealth Management's CEG Position: Q2 2026 in Review

Mascoma Wealth Management held its Constellation Energy (CEG) position steady in Q2 2026 at 65 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Mascoma Wealth Management first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $23.7K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Mascoma Wealth Management held 65 shares of Constellation Energy worth $16.1K as of Q2 2026.
Mascoma Wealth Management left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #281 holding.
Mascoma Wealth Management first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
Mascoma Wealth Management's Constellation Energy position peaked at $23.7K in Q4 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.