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Root Financial Partners’s Constellation Energy CEG Stock Holding History

Root Financial 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 		$232K Sell
936
-71
-7% -$20K 0.01% 355
2026
Q1 		$281K Buy
1,007
+56
+6% +$17K 0.01% 259
2025
Q4 		$336K Buy
951
+213
+29% +$77.4K 0.02% 214
2025
Q3 		$243K Buy
+738
New +$238K 0.02% 242

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

Root Financial Partners's CEG Position: Q2 2026 in Review

Root Financial Partners reduced its Constellation Energy (CEG) stake by 7.1% in Q2 2026, selling an estimated $20K and leaving 936 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #355.

Root Financial Partners first reported a position in CEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $336K in Q4 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Root Financial Partners held 936 shares of Constellation Energy worth $232K as of Q2 2026.
  • Root Financial Partners sold 71 Constellation Energy shares in Q2 2026, an estimated $20K.
  • Constellation Energy made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #355 holding.
  • Root Financial Partners first reported a position in Constellation Energy in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Constellation Energy position peaked at $336K in Q4 2025.
  • 1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.