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Sagespring Wealth Partners’s Constellation Energy CEG Stock Holding History

Sagespring Wealth 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 		$869K Sell
3,499
-178
-5% -$50.1K 0.01% 380
2026
Q1 		$1.03M Buy
3,677
+113
+3% +$34.3K 0.02% 315
2025
Q4 		$1.26M Buy
3,564
+88
+3% +$32K 0.02% 268
2025
Q3 		$1.14M Buy
3,476
+115
+3% +$37.1K 0.02% 279
2025
Q2 		$1.08M Buy
3,361
+756
+29% +$200K 0.02% 271
2025
Q1 		$525K Buy
2,605
+140
+6% +$37.5K 0.01% 375
2024
Q4 		$551K Buy
+2,465
New +$615K 0.01% 325

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

Sagespring Wealth Partners's CEG Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Constellation Energy (CEG) stake by 4.8% in Q2 2026, selling an estimated $50.1K and leaving 3,499 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #380.

Sagespring Wealth Partners first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2025. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Sagespring Wealth Partners held 3,499 shares of Constellation Energy worth $869K as of Q2 2026.
  • Sagespring Wealth Partners sold 178 Constellation Energy shares in Q2 2026, an estimated $50.1K.
  • Constellation Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #380 holding.
  • Sagespring Wealth Partners first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Constellation Energy position peaked at $1.26M in Q4 2025.
  • 1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.