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Perennial Investment Advisors’s Constellation Energy CEG Stock Holding History

Perennial Investment 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 		$1.36M Buy
5,460
+59
+1% +$16.6K 0.09% 182
2026
Q1 		$1.51M Buy
5,401
+77
+1% +$23.4K 0.12% 142
2025
Q4 		$1.88M Buy
+5,324
New +$1.93M 0.15% 121

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Perennial Investment Advisors's CEG Position: Q2 2026 in Review

Perennial Investment Advisors increased its Constellation Energy (CEG) stake by 1.1% in Q2 2026, buying an estimated $16.6K and bringing the position to 5,460 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #182.

Perennial Investment Advisors first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.88M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Perennial Investment Advisors held 5,460 shares of Constellation Energy worth $1.36M as of Q2 2026.
  • Perennial Investment Advisors bought 59 Constellation Energy shares in Q2 2026, an estimated $16.6K.
  • Constellation Energy made up 0.09% of Perennial Investment Advisors's portfolio in Q2 2026, its #182 holding.
  • Perennial Investment Advisors first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • Perennial Investment Advisors's Constellation Energy position peaked at $1.88M in Q4 2025.
  • 1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.