Mowery & Schoenfeld Wealth Management’s Constellation Energy CEG Stock Holding History

Mowery & Schoenfeld 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	$228K	Hold	918	–	–	0.31%	54
2026 Q1	$256K	Sell	918 -4	-0.4%	-$1.22K	0.39%	43
2025 Q4	$326K	Buy	922 +817	+778%	+$297K	0.47%	36
2025 Q3	$34.6K	Sell	105 -14	-12%	-$4.52K	0.06%	144
2025 Q2	$38.4K	Hold	119	–	–	0.06%	133
2025 Q1	$24K	Buy	119 +5	+4%	+$1.34K	0.05%	190
2024 Q4	$25.5K	Buy	+114	New	+$28.4K	0.05%	162

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's CEG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Constellation Energy (CEG) position steady in Q2 2026 at 918 shares worth $228K. The position accounts for 0.31% of the portfolio, ranked #54.

Mowery & Schoenfeld Wealth Management first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 918 shares of Constellation Energy worth $228K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up 0.31% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #54 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
Mowery & Schoenfeld Wealth Management's Constellation Energy position peaked at $326K in Q4 2025.
1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.