Kovitz Investment Group Partners
CEG icon

Kovitz Investment Group Partners’s Constellation Energy CEG Stock Holding History

Kovitz Investment Group 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
Q1 		$4.51M Sell
16,163
-52,818
-77% -$16.1M 0.1% 142
2025
Q4 		$24.4M Sell
68,981
-93,227
-57% -$33.9M 0.54% 41
2025
Q3 		$53.4M Sell
162,208
-16,821
-9% -$5.43M 0.21% 102
2025
Q2 		$57.8M Buy
179,029
+160,681
+876% +$42.5M 0.25% 91
2025
Q1 		$3.7M Buy
18,348
+5,751
+46% +$1.54M 0.02% 461
2024
Q4 		$2.82M Sell
12,597
-581
-4% -$145K 0.01% 511
2024
Q3 		$1.39M Buy
13,178
+10,971
+497% +$2.18M 0.01% 554
2024
Q2 		$442K Buy
2,207
+33
+2% +$6.73K ﹤0.01% 669
2024
Q1 		$402K Sell
2,174
-109
-5% -$15.5K 0.01% 541
2023
Q4 		$267K Hold
2,283
– – ﹤0.01% 373
2023
Q3 		$249K Hold
2,283
– – ﹤0.01% 368
2023
Q2 		$209K Sell
2,283
-433
-16% -$35.9K ﹤0.01% 393
2023
Q1 		$213K Buy
+2,716
New +$220K ﹤0.01% 400

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