Cerity Partners
CEG icon

Cerity Partners’s Constellation Energy CEG Stock Holding History

Cerity Partners’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 		$38.4M Buy
154,755
+65,490
+73% +$18.4M 0.05% 304
2026
Q1 		$24.9M Buy
89,265
+3,302
+4% +$1M 0.04% 380
2025
Q4 		$30.4M Buy
85,963
+4,339
+5% +$1.58M 0.04% 315
2025
Q3 		$26.9M Buy
81,624
+11,000
+16% +$3.55M 0.04% 326
2025
Q2 		$22.8M Buy
70,624
+8,880
+14% +$2.35M 0.04% 336
2025
Q1 		$12.4M Sell
61,744
-1,901
-3% -$510K 0.03% 438
2024
Q4 		$14.7M Buy
63,645
+15,368
+32% +$3.83M 0.03% 386
2024
Q3 		$12.6M Buy
48,277
+16,136
+50% +$3.21M 0.03% 429
2024
Q2 		$6.44M Sell
32,141
-3,926
-11% -$801K 0.02% 534
2024
Q1 		$6.67M Buy
36,067
+13,766
+62% +$1.95M 0.02% 566
2023
Q4 		$2.61M Buy
22,301
+10,297
+86% +$1.2M 0.01% 689
2023
Q3 		$1.31M Sell
12,004
-25,983
-68% -$2.68M 0.01% 682
2023
Q2 		$3.48M Buy
37,987
+3,918
+12% +$325K 0.01% 586
2023
Q1 		$2.67M Sell
34,069
-195
-0.6% -$15.8K 0.01% 631
2022
Q4 		$2.95M Buy
34,264
+9,797
+40% +$881K 0.02% 463
2022
Q3 		$2.04M Buy
+24,467
New +$1.8M 0.02% 370

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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

Cerity Partners's CEG Position: Q2 2026 in Review

Cerity Partners increased its Constellation Energy (CEG) stake by 73% in Q2 2026, buying an estimated $18.4M and bringing the position to 154,755 shares worth $38.4M. The position accounts for 0.05% of the portfolio, ranked #304.

Cerity Partners first reported a position in CEG in Q3 2022 and has held it in 16 quarters since. 1,748 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Cerity Partners held 154,755 shares of Constellation Energy worth $38.4M as of Q2 2026.
  • Cerity Partners bought 65,490 Constellation Energy shares in Q2 2026, an estimated $18.4M.
  • Constellation Energy made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #304 holding.
  • Cerity Partners first reported a position in Constellation Energy in Q3 2022 and has held it in 16 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.