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Sage Mountain Advisors’s Constellation Energy CEG Stock Holding History

Sage Mountain 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
Q1 		– Sell
-2,678
Closed -$946K – 334
2025
Q4 		$946K Buy
2,678
+68
+3% +$24.7K 0.05% 172
2025
Q3 		$859K Buy
2,610
+313
+14% +$101K 0.05% 189
2025
Q2 		$741K Buy
2,297
+278
+14% +$73.6K 0.05% 183
2025
Q1 		$407K Buy
2,019
+52
+3% +$13.9K 0.03% 250
2024
Q4 		$440K Buy
1,967
+278
+16% +$69.3K 0.03% 232
2024
Q3 		$439K Buy
1,689
+63
+4% +$12.5K 0.04% 220
2024
Q2 		$326K Buy
1,626
+324
+25% +$66.1K 0.03% 233
2024
Q1 		$241K Buy
+1,302
New +$185K 0.03% 287

Other funds holding CEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sage Mountain Advisors's CEG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Constellation Energy (CEG) in Q1 2026, closing a stake of 2,678 shares — an estimated $946K sold.

Sage Mountain Advisors first reported a position in CEG in Q1 2024 and held it in 8 quarters. The position peaked at $946K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Constellation Energy position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,678 Constellation Energy shares in Q1 2026, an estimated $946K.
  • Sage Mountain Advisors first reported a position in Constellation Energy in Q1 2024 and held it in 8 quarters.
  • Sage Mountain Advisors's Constellation Energy position peaked at $946K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.