Zuckerman Investment Group’s Constellation Energy CEG Stock Holding History

Zuckerman Investment Group’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	$1.06M	Buy	4,283 +6	+0.1%	+$1.69K	0.09%	79
2026 Q1	$1.19M	Hold	4,277	–	–	0.11%	67
2025 Q4	$1.51M	Hold	4,277	–	–	0.13%	63
2025 Q3	$1.41M	Hold	4,277	–	–	0.13%	72
2025 Q2	$1.38M	Sell	4,277 -140	-3%	-$37K	0.13%	70
2025 Q1	$891K	Hold	4,417	–	–	0.1%	82
2024 Q4	$1.35M	Sell	4,417 -10	-0.2%	-$2.49K	0.13%	73
2024 Q3	$1.15M	Buy	4,427 +10	+0.2%	+$1.99K	0.12%	73
2024 Q2	$885K	Hold	4,417	–	–	0.1%	75
2024 Q1	$816K	Sell	4,417 -126	-3%	-$17.9K	0.09%	75
2023 Q4	$531K	Hold	4,543	–	–	0.07%	85
2023 Q3	$496K	Hold	4,543	–	–	0.07%	83
2023 Q2	$416K	Hold	4,543	–	–	0.06%	92
2023 Q1	$357K	Sell	4,543 -202	-4%	-$16.3K	0.05%	90
2022 Q4	$409K	Sell	4,745 -243	-5%	-$21.9K	0.06%	90
2022 Q3	$415K	Buy	+4,988	New	+$368K	0.08%	80

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

Zuckerman Investment Group's CEG Position: Q2 2026 in Review

Zuckerman Investment Group increased its Constellation Energy (CEG) stake by 0.14% in Q2 2026, buying an estimated $1.69K and bringing the position to 4,283 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #79.

Zuckerman Investment Group first reported a position in CEG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.51M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Zuckerman Investment Group held 4,283 shares of Constellation Energy worth $1.06M as of Q2 2026.
Zuckerman Investment Group bought 6 Constellation Energy shares in Q2 2026, an estimated $1.69K.
Constellation Energy made up 0.09% of Zuckerman Investment Group's portfolio in Q2 2026, its #79 holding.
Zuckerman Investment Group first reported a position in Constellation Energy in Q3 2022 and has held it in 16 quarters since.
Zuckerman Investment Group's Constellation Energy position peaked at $1.51M in Q4 2025.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.