TFC Financial Management’s Constellation Energy CEG Stock Holding History

TFC Financial 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	$4.72K	Buy	19 +2	+12%	+$563	﹤0.01%	488
2026 Q1	$4.75K	Hold	17	–	–	﹤0.01%	459
2025 Q4	$6.01K	Hold	17	–	–	﹤0.01%	433
2025 Q3	$5.6K	Hold	17	–	–	﹤0.01%	443
2025 Q2	$5.49K	Hold	17	–	–	﹤0.01%	413
2025 Q1	$3.43K	Hold	17	–	–	﹤0.01%	437
2024 Q4	$3.81K	Hold	17	–	–	﹤0.01%	441
2024 Q3	$4.42K	Hold	17	–	–	﹤0.01%	432
2024 Q2	$3.41K	Hold	17	–	–	﹤0.01%	430
2024 Q1	$3.15K	Buy	17 +2	+13%	+$284	﹤0.01%	427
2023 Q4	$1.75K	Hold	15	–	–	﹤0.01%	467
2023 Q3	$1.64K	Hold	15	–	–	﹤0.01%	482
2023 Q2	$1.38K	Sell	15 -768	-98%	-$63.7K	﹤0.01%	482
2023 Q1	$61.5K	Buy	783 +776	+11,086%	+$62.8K	0.02%	212
2022 Q4	$604	Hold	7	–	–	﹤0.01%	499
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	450
2022 Q2	$0	Sell	7 -93	-93%	-$5.59K	﹤0.01%	535
2022 Q1	$6K	Buy	+100	New	+$4.88K	﹤0.01%	334

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

TFC Financial Management's CEG Position: Q2 2026 in Review

TFC Financial Management increased its Constellation Energy (CEG) stake by 12% in Q2 2026, buying an estimated $563 and bringing the position to 19 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

TFC Financial Management first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $61.5K in Q1 2023. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

TFC Financial Management held 19 shares of Constellation Energy worth $4.72K as of Q2 2026.
TFC Financial Management bought 2 Constellation Energy shares in Q2 2026, an estimated $563.
Constellation Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #488 holding.
TFC Financial Management first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
TFC Financial Management's Constellation Energy position peaked at $61.5K in Q1 2023.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.