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West Branch Capital’s Constellation Energy CEG Stock Holding History

West Branch Capital’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 		$19.6K Sell
79
-150
-66% -$42.2K ﹤0.01% 191
2026
Q1 		$63.9K Hold
229
– – 0.02% 123
2025
Q4 		$80.9K Buy
229
+78
+52% +$28.3K 0.02% 123
2025
Q3 		$49.7K Buy
151
+60
+66% +$19.4K 0.01% 146
2025
Q2 		$29.4K Hold
91
– – 0.01% 179
2025
Q1 		$18.3K Hold
91
– – 0.01% 235
2024
Q4 		$20.4K Buy
91
+90
+9,000% +$22.4K 0.01% 220
2024
Q3 		$261 Buy
+1
New +$199 ﹤0.01% 450
2022
Q2 		– Sell
-96
Closed -$5K – 427
2022
Q1 		$5K Buy
+96
New +$4.68K ﹤0.01% 350

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

West Branch Capital's CEG Position: Q2 2026 in Review

West Branch Capital reduced its Constellation Energy (CEG) stake by 66% in Q2 2026, selling an estimated $42.2K and leaving 79 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

West Branch Capital first reported a position in CEG in Q1 2022 and has held it in 9 quarters since. The position peaked at $80.9K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • West Branch Capital held 79 shares of Constellation Energy worth $19.6K as of Q2 2026.
  • West Branch Capital sold 150 Constellation Energy shares in Q2 2026, an estimated $42.2K.
  • Constellation Energy made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #191 holding.
  • West Branch Capital first reported a position in Constellation Energy in Q1 2022 and has held it in 9 quarters since.
  • West Branch Capital's Constellation Energy position peaked at $80.9K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.