Key Financial Inc’s Constellation Energy CEG Stock Holding History

Key Financial Inc’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	$824K	Sell	3,317 -7	-0.2%	-$1.97K	0.13%	133
2026 Q1	$928K	Sell	3,324 -661	-17%	-$201K	0.17%	112
2025 Q4	$1.41M	Buy	3,985 +1,047	+36%	+$381K	0.26%	78
2025 Q3	$1.03M	Hold	2,938	–	–	0.19%	102
2025 Q2	$948K	Hold	2,938	–	–	0.19%	102
2025 Q1	$592K	Hold	2,938	–	–	0.13%	139
2024 Q4	$657K	Buy	2,938 +131	+5%	+$32.7K	0.15%	121
2024 Q3	$730K	Sell	2,807 -72	-3%	-$14.3K	0.16%	112
2024 Q2	$577K	Buy	2,879 +824	+40%	+$168K	0.14%	130
2024 Q1	$380K	Hold	2,055	–	–	0.1%	165
2023 Q4	$240K	Hold	2,055	–	–	0.07%	197
2023 Q3	$224K	Hold	2,055	–	–	0.08%	188
2023 Q2	$188K	Buy	2,055 +54	+3%	+$4.48K	0.06%	216
2023 Q1	$157K	Hold	2,001	–	–	0.06%	229
2022 Q4	$166K	Hold	2,001	–	–	0.08%	180
2022 Q3	$166K	Buy	2,001 +34	+2%	+$2.51K	0.08%	182
2022 Q2	$113K	Sell	1,967 -35	-2%	-$2.1K	0.06%	219
2022 Q1	$113K	Buy	+2,002	New	+$97.7K	0.06%	231

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

Key Financial Inc's CEG Position: Q2 2026 in Review

Key Financial Inc reduced its Constellation Energy (CEG) stake by 0.21% in Q2 2026, selling an estimated $1.97K and leaving 3,317 shares worth $824K. The position accounts for 0.13% of the portfolio, ranked #133.

Key Financial Inc first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.41M in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Key Financial Inc held 3,317 shares of Constellation Energy worth $824K as of Q2 2026.
Key Financial Inc sold 7 Constellation Energy shares in Q2 2026, an estimated $1.97K.
Constellation Energy made up 0.13% of Key Financial Inc's portfolio in Q2 2026, its #133 holding.
Key Financial Inc first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
Key Financial Inc's Constellation Energy position peaked at $1.41M in Q4 2025.
1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.