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SVB Wealth’s Constellation Energy CEG Stock Holding History

SVB Wealth’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 		$943K Buy
3,797
+990
+35% +$279K 0.06% 199
2026
Q1 		$784K Sell
2,807
-29
-1% -$8.81K 0.05% 215
2025
Q4 		$1M Buy
2,836
+211
+8% +$76.7K 0.06% 209
2025
Q3 		$864K Buy
2,625
+70
+3% +$22.6K 0.05% 239
2025
Q2 		$825K Sell
2,555
-1,024
-29% -$271K 0.04% 246
2025
Q1 		$722K Buy
3,579
+971
+37% +$260K 0.03% 183
2024
Q4 		$583K Buy
+2,608
New +$650K 0.01% 401
2024
Q3 		– Sell
-2,656
Closed -$532K – 112
2024
Q2 		$532K Buy
2,656
+71
+3% +$14.5K 0.01% 416
2024
Q1 		$478K Sell
2,585
-81
-3% -$11.5K 0.01% 485
2023
Q4 		$312K Buy
+2,666
New +$311K 0.01% 617
2023
Q1 		– Sell
-3,049
Closed -$263K – 1022
2022
Q4 		$263K Sell
3,049
-40
-1% -$3.6K ﹤0.01% 797
2022
Q3 		$257K Buy
+3,089
New +$228K ﹤0.01% 744

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

SVB Wealth's CEG Position: Q2 2026 in Review

SVB Wealth increased its Constellation Energy (CEG) stake by 35% in Q2 2026, buying an estimated $279K and bringing the position to 3,797 shares worth $943K. The position accounts for 0.06% of the portfolio, ranked #199.

SVB Wealth first reported a position in CEG in Q3 2022 and has held it in 12 quarters since. The position peaked at $1M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • SVB Wealth held 3,797 shares of Constellation Energy worth $943K as of Q2 2026.
  • SVB Wealth bought 990 Constellation Energy shares in Q2 2026, an estimated $279K.
  • Constellation Energy made up 0.06% of SVB Wealth's portfolio in Q2 2026, its #199 holding.
  • SVB Wealth first reported a position in Constellation Energy in Q3 2022 and has held it in 12 quarters since.
  • SVB Wealth's Constellation Energy position peaked at $1M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.