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Independent Financial Group’s Constellation Energy CEG Stock Holding History

Independent Financial 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 		$1.47M Sell
5,931
-5,148
-46% -$1.45M 0.03% 555
2026
Q1 		$3.09M Sell
11,079
-2,594
-19% -$788K 0.07% 292
2025
Q4 		$4.83M Buy
13,673
+5,972
+78% +$2.17M 0.11% 177
2025
Q3 		$2.53M Buy
7,701
+1,768
+30% +$571K 0.06% 313
2025
Q2 		$1.91M Buy
5,933
+2,773
+88% +$734K 0.05% 350
2025
Q1 		$637K Sell
3,160
-1,044
-25% -$280K 0.02% 621
2024
Q4 		$940K Buy
4,204
+611
+17% +$152K 0.03% 495
2024
Q3 		$934K Buy
3,593
+265
+8% +$52.7K 0.03% 463
2024
Q2 		$666K Buy
3,328
+1,181
+55% +$241K 0.03% 513
2024
Q1 		$397K Buy
+2,147
New +$305K 0.02% 665
2023
Q4 		– Sell
-1,940
Closed -$212K – 962
2023
Q3 		$212K Buy
+1,940
New +$200K 0.01% 809

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

Independent Financial Group's CEG Position: Q2 2026 in Review

Independent Financial Group reduced its Constellation Energy (CEG) stake by 46% in Q2 2026, selling an estimated $1.45M and leaving 5,931 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #555.

Independent Financial Group first reported a position in CEG in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.83M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Independent Financial Group held 5,931 shares of Constellation Energy worth $1.47M as of Q2 2026.
  • Independent Financial Group sold 5,148 Constellation Energy shares in Q2 2026, an estimated $1.45M.
  • Constellation Energy made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #555 holding.
  • Independent Financial Group first reported a position in Constellation Energy in Q3 2023 and has held it in 11 quarters since.
  • Independent Financial Group's Constellation Energy position peaked at $4.83M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.