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OneDigital Investment Advisors’s Constellation Energy CEG Stock Holding History

OneDigital Investment 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
Q2 		$1.98M Buy
7,978
+2,831
+55% +$797K 0.02% 508
2026
Q1 		$1.44M Buy
5,147
+2,235
+77% +$679K 0.01% 570
2025
Q4 		$1.03M Sell
2,912
-94
-3% -$34.2K 0.01% 667
2025
Q3 		$989K Sell
3,006
-34
-1% -$11K 0.01% 654
2025
Q2 		$981K Buy
3,040
+114
+4% +$30.2K 0.01% 641
2025
Q1 		$590K Buy
2,926
+461
+19% +$124K 0.01% 801
2024
Q4 		$551K Sell
2,465
-117
-5% -$29.2K 0.01% 850
2024
Q3 		$671K Sell
2,582
-64
-2% -$12.7K 0.01% 815
2024
Q2 		$530K Buy
2,646
+1,007
+61% +$205K 0.01% 879
2024
Q1 		$303K Buy
+1,639
New +$233K ﹤0.01% 909

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

OneDigital Investment Advisors's CEG Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Constellation Energy (CEG) stake by 55% in Q2 2026, buying an estimated $797K and bringing the position to 7,978 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #508.

OneDigital Investment Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. 1,855 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • OneDigital Investment Advisors held 7,978 shares of Constellation Energy worth $1.98M as of Q2 2026.
  • OneDigital Investment Advisors bought 2,831 Constellation Energy shares in Q2 2026, an estimated $797K.
  • Constellation Energy made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #508 holding.
  • OneDigital Investment Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,855 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.