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Shepherd Financial Partners’s Constellation Energy CEG Stock Holding History

Shepherd Financial Partners’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 		$332K Buy
1,337
+4
+0.3% +$1.13K 0.03% 196
2026
Q1 		$372K Sell
1,333
-350
-21% -$106K 0.04% 184
2025
Q4 		$595K Buy
1,683
+113
+7% +$41.1K 0.06% 145
2025
Q3 		$517K Hold
1,570
– – 0.05% 156
2025
Q2 		$507K Buy
1,570
+351
+29% +$92.9K 0.05% 158
2025
Q1 		$246K Buy
+1,219
New +$327K 0.03% 213

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

Shepherd Financial Partners's CEG Position: Q2 2026 in Review

Shepherd Financial Partners increased its Constellation Energy (CEG) stake by 0.3% in Q2 2026, buying an estimated $1.13K and bringing the position to 1,337 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #196.

Shepherd Financial Partners first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $595K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Shepherd Financial Partners held 1,337 shares of Constellation Energy worth $332K as of Q2 2026.
  • Shepherd Financial Partners bought 4 Constellation Energy shares in Q2 2026, an estimated $1.13K.
  • Constellation Energy made up 0.03% of Shepherd Financial Partners's portfolio in Q2 2026, its #196 holding.
  • Shepherd Financial Partners first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Shepherd Financial Partners's Constellation Energy position peaked at $595K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.