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Prepared Retirement Institute’s Constellation Energy CEG Stock Holding History

Prepared Retirement Institute’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 		$247K Buy
993
+1
+0.1% +$282 0.11% 88
2026
Q1 		$277K Sell
992
-36
-4% -$10.9K 0.14% 71
2025
Q4 		$363K Buy
1,028
+185
+22% +$67.2K 0.18% 62
2025
Q3 		$278K Hold
843
– – 0.14% 68
2025
Q2 		$272K Buy
+843
New +$223K 0.16% 72
2024
Q4 		– Sell
-841
Closed -$219K – 80
2024
Q3 		$219K Buy
+841
New +$167K 0.13% 76

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

Prepared Retirement Institute's CEG Position: Q2 2026 in Review

Prepared Retirement Institute increased its Constellation Energy (CEG) stake by 0.1% in Q2 2026, buying an estimated $282 and bringing the position to 993 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #88.

Prepared Retirement Institute first reported a position in CEG in Q3 2024 and has held it in 6 quarters since. The position peaked at $363K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Prepared Retirement Institute held 993 shares of Constellation Energy worth $247K as of Q2 2026.
  • Prepared Retirement Institute bought 1 Constellation Energy share in Q2 2026, an estimated $282.
  • Constellation Energy made up 0.11% of Prepared Retirement Institute's portfolio in Q2 2026, its #88 holding.
  • Prepared Retirement Institute first reported a position in Constellation Energy in Q3 2024 and has held it in 6 quarters since.
  • Prepared Retirement Institute's Constellation Energy position peaked at $363K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.