HHGA
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Halbert Hargrove Global Advisors’s Constellation Energy CEG Stock Holding History

Halbert Hargrove Global Advisors’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 		$371 Buy
+1
New +$282 ﹤0.01% 575
2025
Q4 		– Sell
-14
Closed -$4.61K – 423
2025
Q3 		$4.61K Buy
+14
New +$4.52K ﹤0.01% 429
2025
Q2 		– Sell
-13
Closed -$2.64K – 370
2025
Q1 		$2.64K Buy
+13
New +$3.48K ﹤0.01% 374

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

Halbert Hargrove Global Advisors's CEG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Constellation Energy (CEG) in Q2 2026: 1 share worth $371. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in CEG as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in CEG in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.61K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1 share of Constellation Energy worth $371 as of Q2 2026.
  • Constellation Energy was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Constellation Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #575 holding.
  • Halbert Hargrove Global Advisors first reported a position in Constellation Energy in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Constellation Energy position peaked at $4.61K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.