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Perennial Advisors’s Constellation Energy CEG Stock Holding History

Perennial Advisors’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 		$248K Buy
+997
New +$281K 0.04% 122
2026
Q1 		– Sell
-828
Closed -$293K – 125
2025
Q4 		$293K Buy
+828
New +$301K 0.05% 100

Other funds holding CEG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perennial Advisors's CEG Position: Q2 2026 in Review

Perennial Advisors opened a new position in Constellation Energy (CEG) in Q2 2026: 997 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #122 among its holdings. This is a return to the name: Perennial Advisors previously reported a position in CEG as recently as Q4 2025.

Perennial Advisors first reported a position in CEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $293K in Q4 2025. 829 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Perennial Advisors held 997 shares of Constellation Energy worth $248K as of Q2 2026.
  • Constellation Energy was a new Perennial Advisors position in Q2 2026.
  • Constellation Energy made up 0.04% of Perennial Advisors's portfolio in Q2 2026, its #122 holding.
  • Perennial Advisors first reported a position in Constellation Energy in Q4 2025 and has held it in 2 quarters since.
  • Perennial Advisors's Constellation Energy position peaked at $293K in Q4 2025.
  • 829 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.