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Phoenix Financial’s Constellation Energy CEG Stock Holding History

Phoenix Financial’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 		$22.6K Buy
91,000
+41,000
+82% +$11.5M ﹤0.01% 518
2026
Q1 		$14K Buy
+50,000
New +$15.2M ﹤0.01% 481

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 $3.38T AUM 44.17% 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

Phoenix Financial's CEG Position: Q2 2026 in Review

Phoenix Financial increased its Constellation Energy (CEG) stake by 81% in Q2 2026, buying an estimated $713K and bringing the position to 5,645 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #227.

Phoenix Financial first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.58M in Q2 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Phoenix Financial held 5,645 shares of Constellation Energy worth $1.4M as of Q2 2026.
  • Phoenix Financial bought 2,532 Constellation Energy shares in Q2 2026, an estimated $713K.
  • Constellation Energy made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #227 holding.
  • Phoenix Financial first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Phoenix Financial's Constellation Energy position peaked at $4.58M in Q2 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.