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Synergy Investment Management’s Constellation Energy CEG Stock Holding History

Synergy Investment 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 		$25.4K Buy
99
+66
+200% +$18.6K 0.01% 479
2026
Q1 		$9.29K Buy
+33
New +$10K ﹤0.01% 505
2025
Q2 		– Sell
-25
Closed -$5.09K – 144
2025
Q1 		$5.09K Sell
25
-1
-4% -$268 ﹤0.01% 452
2024
Q4 		$5.65K Buy
+26
New +$6.48K ﹤0.01% 442

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

Synergy Investment Management's CEG Position: Q2 2026 in Review

Synergy Investment Management increased its Constellation Energy (CEG) stake by 200% in Q2 2026, buying an estimated $18.6K and bringing the position to 99 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #479.

Synergy Investment Management first reported a position in CEG in Q4 2024 and has held it in 4 quarters since. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Synergy Investment Management held 99 shares of Constellation Energy worth $25.4K as of Q2 2026.
  • Synergy Investment Management bought 66 Constellation Energy shares in Q2 2026, an estimated $18.6K.
  • Constellation Energy made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #479 holding.
  • Synergy Investment Management first reported a position in Constellation Energy in Q4 2024 and has held it in 4 quarters since.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.