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Vision Retirement’s Constellation Energy CEG Stock Holding History

Vision Retirement’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 		$309K Buy
1,245
+16
+1% +$4.51K 0.07% 108
2026
Q1 		$343K Sell
1,229
-64
-5% -$19.4K 0.1% 98
2025
Q4 		$457K Buy
+1,293
New +$470K 0.12% 89

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vision Retirement's CEG Position: Q2 2026 in Review

Vision Retirement increased its Constellation Energy (CEG) stake by 1.3% in Q2 2026, buying an estimated $4.51K and bringing the position to 1,245 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #108.

Vision Retirement first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $457K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Vision Retirement held 1,245 shares of Constellation Energy worth $309K as of Q2 2026.
  • Vision Retirement bought 16 Constellation Energy shares in Q2 2026, an estimated $4.51K.
  • Constellation Energy made up 0.07% of Vision Retirement's portfolio in Q2 2026, its #108 holding.
  • Vision Retirement first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Constellation Energy position peaked at $457K in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.