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Smallwood Wealth Investment Management’s Constellation Energy CEG Stock Holding History

Smallwood Wealth Investment Management’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 		$24.8K Hold
100
– – 0.01% 253
2026
Q1 		$27.9K Hold
100
– – 0.01% 230
2025
Q4 		$35.3K Hold
100
– – 0.02% 211
2025
Q3 		$32.9K Hold
100
– – 0.02% 223
2025
Q2 		$32.3K Buy
100
+50
+100% +$13.2K 0.02% 208
2025
Q1 		$10.1K Buy
+50
New +$13.4K 0.01% 305

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

Smallwood Wealth Investment Management's CEG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Constellation Energy (CEG) position steady in Q2 2026 at 100 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #253.

Smallwood Wealth Investment Management first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.3K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Smallwood Wealth Investment Management held 100 shares of Constellation Energy worth $24.8K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #253 holding.
  • Smallwood Wealth Investment Management first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Constellation Energy position peaked at $35.3K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.