Morgan Stanley
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Morgan Stanley’s Constellation Energy CEG Stock Holding History

Morgan Stanley’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 		$2.25B Buy
9,050,555
+147,369
+2% +$41.5M 0.12% 139
2026
Q1 		$2.49B Buy
8,903,186
+848,549
+11% +$258M 0.15% 109
2025
Q4 		$2.85B Buy
8,054,637
+35,745
+0.4% +$13M 0.17% 99
2025
Q3 		$2.64B Sell
8,018,892
-78,435
-1% -$25.3M 0.16% 112
2025
Q2 		$2.61B Buy
8,097,327
+735,569
+10% +$195M 0.17% 104
2025
Q1 		$1.48B Sell
7,361,758
-99,366
-1% -$26.6M 0.11% 172
2024
Q4 		$1.67B Buy
7,461,124
+1,196,954
+19% +$298M 0.12% 153
2024
Q3 		$1.63B Buy
6,264,170
+936,492
+18% +$186M 0.12% 153
2024
Q2 		$1.07B Buy
5,327,678
+689,985
+15% +$141M 0.08% 219
2024
Q1 		$857M Buy
4,637,693
+174,548
+4% +$24.8M 0.07% 259
2023
Q4 		$522M Buy
4,463,145
+179,321
+4% +$20.9M 0.05% 383
2023
Q3 		$467M Buy
4,283,824
+144,052
+3% +$14.8M 0.05% 384
2023
Q2 		$379M Sell
4,139,772
-418,028
-9% -$34.7M 0.04% 455
2023
Q1 		$358M Sell
4,557,800
-598,770
-12% -$48.4M 0.04% 474
2022
Q4 		$445M Buy
5,156,570
+923,970
+22% +$83.1M 0.05% 372
2022
Q3 		$352M Buy
4,232,600
+46,496
+1% +$3.43M 0.05% 380
2022
Q2 		$240M Buy
4,186,104
+860,044
+26% +$51.7M 0.03% 523
2022
Q1 		$187M Buy
+3,326,060
New +$162M 0.03% 560

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

Morgan Stanley's CEG Position: Q2 2026 in Review

Morgan Stanley increased its Constellation Energy (CEG) stake by 1.7% in Q2 2026, buying an estimated $41.5M and bringing the position to 9,050,555 shares worth $2.25B. The position accounts for 0.12% of the portfolio, ranked #139.

Morgan Stanley first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.85B in Q4 2025. 1,856 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Morgan Stanley held 9,050,555 shares of Constellation Energy worth $2.25B as of Q2 2026.
  • Morgan Stanley bought 147,369 Constellation Energy shares in Q2 2026, an estimated $41.5M.
  • Constellation Energy made up 0.12% of Morgan Stanley's portfolio in Q2 2026, its #139 holding.
  • Morgan Stanley first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • Morgan Stanley's Constellation Energy position peaked at $2.85B in Q4 2025.
  • 1,856 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.