Smartleaf Asset Management’s Constellation Energy CEG Stock Holding History

Smartleaf Asset 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	$1.53M	Hold	5,901	–	–	0.05%	326
2026 Q1	$1.76M	Buy	5,901 +490	+9%	+$149K	0.06%	270
2025 Q4	$1.93M	Buy	5,411 +413	+8%	+$150K	0.07%	237
2025 Q3	$1.67M	Buy	4,998 +1,270	+34%	+$410K	0.1%	218
2025 Q2	$1.19M	Buy	3,728 +161	+5%	+$42.6K	0.11%	217
2025 Q1	$733K	Sell	3,567 -169	-5%	-$45.3K	0.07%	283
2024 Q4	$846K	Buy	3,736 +1,316	+54%	+$328K	0.09%	249
2024 Q3	$622K	Buy	2,420 +952	+65%	+$189K	0.08%	266
2024 Q2	$301K	Buy	1,468 +373	+34%	+$76.1K	0.05%	310
2024 Q1	$202K	Buy	1,095 +826	+307%	+$117K	0.04%	354
2023 Q4	$31.6K	Buy	+269	New	+$31.4K	0.01%	602

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Smartleaf Asset Management's CEG Position: Q2 2026 in Review

Smartleaf Asset Management held its Constellation Energy (CEG) position steady in Q2 2026 at 5,901 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #326.

Smartleaf Asset Management first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Smartleaf Asset Management held 5,901 shares of Constellation Energy worth $1.53M as of Q2 2026.
Smartleaf Asset Management left its Constellation Energy share count unchanged in Q2 2026.
Constellation Energy made up 0.05% of Smartleaf Asset Management's portfolio in Q2 2026, its #326 holding.
Smartleaf Asset Management first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Constellation Energy position peaked at $1.93M in Q4 2025.
1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.