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West Family Investments’s Constellation Energy CEG Stock Holding History

West Family Investments’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 		$204K Buy
822
+11
+1% +$3.1K 0.06% 447
2026
Q1 		$226K Sell
811
-93
-10% -$28.3K 0.08% 224
2025
Q4 		$319K Sell
904
-264
-23% -$95.9K 0.08% 248
2025
Q3 		$384K Buy
1,168
+254
+28% +$82K 0.09% 234
2025
Q2 		$295K Buy
+914
New +$242K 0.08% 260
2024
Q4 		– Sell
-832
Closed -$216K – 291
2024
Q3 		$216K Buy
+832
New +$165K 0.07% 258

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 Family Investments's CEG Position: Q2 2026 in Review

West Family Investments increased its Constellation Energy (CEG) stake by 1.4% in Q2 2026, buying an estimated $3.1K and bringing the position to 822 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #447.

West Family Investments first reported a position in CEG in Q3 2024 and has held it in 6 quarters since. The position peaked at $384K in Q3 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • West Family Investments held 822 shares of Constellation Energy worth $204K as of Q2 2026.
  • West Family Investments bought 11 Constellation Energy shares in Q2 2026, an estimated $3.1K.
  • Constellation Energy made up 0.06% of West Family Investments's portfolio in Q2 2026, its #447 holding.
  • West Family Investments first reported a position in Constellation Energy in Q3 2024 and has held it in 6 quarters since.
  • West Family Investments's Constellation Energy position peaked at $384K in Q3 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.