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Welch & Forbes’s Constellation Energy CEG Stock Holding History

Welch & Forbes’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 		$393K Buy
1,581
+15
+1% +$4.22K ﹤0.01% 314
2026
Q1 		$437K Buy
1,566
+65
+4% +$19.8K 0.01% 287
2025
Q4 		$530K Sell
1,501
-15
-1% -$5.45K 0.01% 271
2025
Q3 		$499K Hold
1,516
– – 0.01% 278
2025
Q2 		$489K Hold
1,516
– – 0.01% 277
2025
Q1 		$306K Buy
1,516
+12
+0.8% +$3.22K ﹤0.01% 316
2024
Q4 		$336K Hold
1,504
– – ﹤0.01% 315
2024
Q3 		$391K Sell
1,504
-171
-10% -$34K 0.01% 310
2024
Q2 		$357K Sell
1,675
-2
-0.1% -$408 ﹤0.01% 314
2024
Q1 		$310K Buy
+1,677
New +$238K ﹤0.01% 327

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

Welch & Forbes's CEG Position: Q2 2026 in Review

Welch & Forbes increased its Constellation Energy (CEG) stake by 0.96% in Q2 2026, buying an estimated $4.22K and bringing the position to 1,581 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Welch & Forbes first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $530K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Welch & Forbes held 1,581 shares of Constellation Energy worth $393K as of Q2 2026.
  • Welch & Forbes bought 15 Constellation Energy shares in Q2 2026, an estimated $4.22K.
  • Constellation Energy made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #314 holding.
  • Welch & Forbes first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Welch & Forbes's Constellation Energy position peaked at $530K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.