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SageGuard Financial Group’s Constellation Energy CEG Stock Holding History

SageGuard Financial Group’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 		$5.8M Sell
23,338
-710
-3% -$200K 0.81% 42
2026
Q1 		$6.72M Buy
24,048
+656
+3% +$199K 1.04% 30
2025
Q4 		$8.26M Buy
+23,392
New +$8.5M 1.32% 26

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SageGuard Financial Group's CEG Position: Q2 2026 in Review

SageGuard Financial Group reduced its Constellation Energy (CEG) stake by 3% in Q2 2026, selling an estimated $200K and leaving 23,338 shares worth $5.8M. The position accounts for 0.81% of the portfolio, ranked #42.

SageGuard Financial Group first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.26M in Q4 2025. 1,101 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • SageGuard Financial Group held 23,338 shares of Constellation Energy worth $5.8M as of Q2 2026.
  • SageGuard Financial Group sold 710 Constellation Energy shares in Q2 2026, an estimated $200K.
  • Constellation Energy made up 0.81% of SageGuard Financial Group's portfolio in Q2 2026, its #42 holding.
  • SageGuard Financial Group first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Constellation Energy position peaked at $8.26M in Q4 2025.
  • 1,101 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.