Halbert Hargrove Global Advisors
CEG icon

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
Q3 		– Sell
-1
Closed -$371 – 410
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Halbert Hargrove Global Advisors's CEG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Constellation Energy (CEG) in Q3 2026, closing a stake of 1 share — an estimated $371 sold.

Halbert Hargrove Global Advisors first reported a position in CEG in Q1 2025 and held it in 3 quarters. The position peaked at $4.61K in Q3 2025. 1,645 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Constellation Energy position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 Constellation Energy share in Q3 2026, an estimated $371.
  • Halbert Hargrove Global Advisors first reported a position in Constellation Energy in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Constellation Energy position peaked at $4.61K in Q3 2025.
  • 1,645 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.