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Personal CFO Solutions’s Constellation Energy CEG Stock Holding History

Personal CFO Solutions’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 		$635K Sell
2,558
-29
-1% -$8.17K 0.09% 201
2026
Q1 		$722K Sell
2,587
-159
-6% -$48.3K 0.1% 177
2025
Q4 		$970K Buy
2,746
+292
+12% +$106K 0.15% 129
2025
Q3 		$808K Buy
2,454
+83
+4% +$26.8K 0.14% 146
2025
Q2 		$765K Buy
2,371
+126
+6% +$33.3K 0.14% 155
2025
Q1 		$453K Sell
2,245
-39
-2% -$10.5K 0.09% 226
2024
Q4 		$511K Sell
2,284
-174
-7% -$43.4K 0.1% 200
2024
Q3 		$639K Sell
2,458
-645
-21% -$128K 0.09% 214
2024
Q2 		$622K Buy
3,103
+289
+10% +$59K 0.1% 206
2024
Q1 		$520K Buy
2,814
+25
+0.9% +$3.55K 0.08% 241
2023
Q4 		$326K Buy
2,789
+12
+0.4% +$1.4K 0.06% 351
2023
Q3 		$303K Buy
2,777
+28
+1% +$2.89K 0.06% 318
2023
Q2 		$252K Sell
2,749
-1,206
-30% -$100K 0.05% 376
2023
Q1 		$310K Buy
3,955
+1,263
+47% +$102K 0.06% 301
2022
Q4 		$232K Sell
2,692
-42
-2% -$3.78K 0.05% 376
2022
Q3 		$227K Buy
+2,734
New +$202K 0.06% 330

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

Personal CFO Solutions's CEG Position: Q2 2026 in Review

Personal CFO Solutions reduced its Constellation Energy (CEG) stake by 1.1% in Q2 2026, selling an estimated $8.17K and leaving 2,558 shares worth $635K. The position accounts for 0.09% of the portfolio, ranked #201.

Personal CFO Solutions first reported a position in CEG in Q3 2022 and has held it in 16 quarters since. The position peaked at $970K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Personal CFO Solutions held 2,558 shares of Constellation Energy worth $635K as of Q2 2026.
  • Personal CFO Solutions sold 29 Constellation Energy shares in Q2 2026, an estimated $8.17K.
  • Constellation Energy made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #201 holding.
  • Personal CFO Solutions first reported a position in Constellation Energy in Q3 2022 and has held it in 16 quarters since.
  • Personal CFO Solutions's Constellation Energy position peaked at $970K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.