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Sweeney & Michel’s Constellation Energy CEG Stock Holding History

Sweeney & Michel’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 		$384K Buy
1,422
+103
+8% +$29K 0.1% 115
2026
Q1 		$385K Buy
1,319
+22
+2% +$6.69K 0.11% 104
2025
Q4 		$359K Buy
1,297
+85
+7% +$30.9K 0.11% 106
2025
Q3 		$447K Buy
1,212
+53
+5% +$17.1K 0.15% 93
2025
Q2 		$373K Sell
1,159
-213
-16% -$56.4K 0.13% 98
2025
Q1 		$254K Buy
+1,372
New +$368K 0.11% 107
2024
Q3 		$442K Buy
+1,636
New +$325K 0.17% 85

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

Sweeney & Michel's CEG Position: Q2 2026 in Review

Sweeney & Michel increased its Constellation Energy (CEG) stake by 7.8% in Q2 2026, buying an estimated $29K and bringing the position to 1,422 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #115.

Sweeney & Michel first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $447K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Sweeney & Michel held 1,422 shares of Constellation Energy worth $384K as of Q2 2026.
  • Sweeney & Michel bought 103 Constellation Energy shares in Q2 2026, an estimated $29K.
  • Constellation Energy made up 0.1% of Sweeney & Michel's portfolio in Q2 2026, its #115 holding.
  • Sweeney & Michel first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • Sweeney & Michel's Constellation Energy position peaked at $447K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.