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Swisher Financial Concepts’s Constellation Energy CEG Stock Holding History

Swisher Financial Concepts’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 		$125K Sell
505
-569
-53% -$160K 0.08% 85
2026
Q1 		$300K Buy
1,074
+30
+3% +$9.12K 0.17% 73
2025
Q4 		$369K Sell
1,044
-43
-4% -$15.6K 0.21% 61
2025
Q3 		$358K Buy
1,087
+51
+5% +$16.5K 0.21% 58
2025
Q2 		$334K Sell
1,036
-2
-0.2% -$529 0.22% 62
2025
Q1 		$209K Buy
+1,038
New +$278K 0.17% 74

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

Swisher Financial Concepts's CEG Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Constellation Energy (CEG) stake by 53% in Q2 2026, selling an estimated $160K and leaving 505 shares worth $125K. The position accounts for 0.08% of the portfolio, ranked #85.

Swisher Financial Concepts first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $369K in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Swisher Financial Concepts held 505 shares of Constellation Energy worth $125K as of Q2 2026.
  • Swisher Financial Concepts sold 569 Constellation Energy shares in Q2 2026, an estimated $160K.
  • Constellation Energy made up 0.08% of Swisher Financial Concepts's portfolio in Q2 2026, its #85 holding.
  • Swisher Financial Concepts first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Swisher Financial Concepts's Constellation Energy position peaked at $369K in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.