Montgomery Financial Services’s Constellation Energy CEG Stock Holding History

Montgomery Financial Services’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	$8.2K	Buy	+33	New	+$9.29K	0.01%	190

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Montgomery Financial Services's CEG Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Constellation Energy (CEG) in Q2 2026: 33 shares worth $8.2K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings.

1,763 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Montgomery Financial Services held 33 shares of Constellation Energy worth $8.2K as of Q2 2026.
Constellation Energy was a new Montgomery Financial Services position in Q2 2026.
Constellation Energy made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #190 holding.
1,763 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.