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Schear Investment Advisers’s Constellation Energy CEG Stock Holding History

Schear Investment Advisers’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 		$1.64M Buy
6,583
+75
+1% +$21.1K 0.55% 49
2026
Q1 		$1.82M Buy
6,508
+11
+0.2% +$3.34K 0.8% 44
2025
Q4 		$2.3M Buy
6,497
+1,758
+37% +$639K 0.99% 36
2025
Q3 		$1.56M Buy
4,739
+157
+3% +$50.7K 0.69% 48
2025
Q2 		$1.48M Buy
4,582
+1,314
+40% +$348K 0.73% 47
2025
Q1 		$659K Buy
+3,268
New +$876K 0.38% 68

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

Schear Investment Advisers's CEG Position: Q2 2026 in Review

Schear Investment Advisers increased its Constellation Energy (CEG) stake by 1.2% in Q2 2026, buying an estimated $21.1K and bringing the position to 6,583 shares worth $1.64M. The position accounts for 0.55% of the portfolio, ranked #49.

Schear Investment Advisers first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.3M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Schear Investment Advisers held 6,583 shares of Constellation Energy worth $1.64M as of Q2 2026.
  • Schear Investment Advisers bought 75 Constellation Energy shares in Q2 2026, an estimated $21.1K.
  • Constellation Energy made up 0.55% of Schear Investment Advisers's portfolio in Q2 2026, its #49 holding.
  • Schear Investment Advisers first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Schear Investment Advisers's Constellation Energy position peaked at $2.3M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.