Stiles Financial Services’s Constellation Energy CEG Stock Holding History

Stiles Financial Services’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	$3.15M	Buy	12,690 +947	+8%	+$267K	0.79%	42
2026 Q1	$3.28M	Buy	11,743 +951	+9%	+$289K	1%	31
2025 Q4	$3.81M	Buy	10,792 +866	+9%	+$315K	1.17%	20
2025 Q3	$3.27M	Buy	9,926 +1,078	+12%	+$348K	1.03%	24
2025 Q2	$2.86M	Buy	8,848 +1,492	+20%	+$395K	0.99%	29
2025 Q1	$1.48M	Buy	7,356 +2,800	+61%	+$750K	0.57%	61
2024 Q4	$1.02M	Buy	+4,556	New	+$1.14M	0.37%	80

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

Stiles Financial Services's CEG Position: Q2 2026 in Review

Stiles Financial Services increased its Constellation Energy (CEG) stake by 8.1% in Q2 2026, buying an estimated $267K and bringing the position to 12,690 shares worth $3.15M. The position accounts for 0.79% of the portfolio, ranked #42.

Stiles Financial Services first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.81M in Q4 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Stiles Financial Services held 12,690 shares of Constellation Energy worth $3.15M as of Q2 2026.
Stiles Financial Services bought 947 Constellation Energy shares in Q2 2026, an estimated $267K.
Constellation Energy made up 0.79% of Stiles Financial Services's portfolio in Q2 2026, its #42 holding.
Stiles Financial Services first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
Stiles Financial Services's Constellation Energy position peaked at $3.81M in Q4 2025.
1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.