Kovitz Investment Group Partners
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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
Q2 		$995K Sell
4,004
-12,159
-75% -$3.42M 0.02% 322
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

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

Kovitz Investment Group Partners's CEG Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Constellation Energy (CEG) stake by 75% in Q2 2026, selling an estimated $3.42M and leaving 4,004 shares worth $995K. The position accounts for 0.02% of the portfolio, ranked #322.

Kovitz Investment Group Partners first reported a position in CEG in Q1 2023 and has held it in 14 quarters since. The position peaked at $57.8M in Q2 2025. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Kovitz Investment Group Partners held 4,004 shares of Constellation Energy worth $995K as of Q2 2026.
  • Kovitz Investment Group Partners sold 12,159 Constellation Energy shares in Q2 2026, an estimated $3.42M.
  • Constellation Energy made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #322 holding.
  • Kovitz Investment Group Partners first reported a position in Constellation Energy in Q1 2023 and has held it in 14 quarters since.
  • Kovitz Investment Group Partners's Constellation Energy position peaked at $57.8M in Q2 2025.
  • 1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.