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SageView Advisory Group’s Constellation Energy CEG Stock Holding History

SageView Advisory 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 		$824K Sell
3,319
-119
-3% -$33.5K 0.03% 275
2026
Q1 		$960K Sell
3,438
-876
-20% -$266K 0.04% 238
2025
Q4 		$1.52M Sell
4,314
-945
-18% -$343K 0.05% 201
2025
Q3 		$1.73M Sell
5,259
-36
-0.7% -$11.6K 0.06% 181
2025
Q2 		$1.74M Sell
5,295
-433
-8% -$115K 0.07% 154
2025
Q1 		$1.15M Sell
5,728
-826
-13% -$221K 0.05% 206
2024
Q4 		$1.47M Buy
6,554
+1,812
+38% +$452K 0.06% 165
2024
Q3 		$1.23M Buy
4,742
+1,413
+42% +$281K 0.06% 166
2024
Q2 		$667K Buy
3,329
+251
+8% +$51.2K 0.03% 288
2024
Q1 		$569K Sell
3,078
-124
-4% -$17.6K 0.03% 297
2023
Q4 		$390K Buy
3,202
+205
+7% +$23.9K 0.02% 447
2023
Q3 		$327K Buy
2,997
+25
+0.8% +$2.58K 0.02% 404
2023
Q2 		$272K Buy
2,972
+69
+2% +$5.72K 0.02% 467
2023
Q1 		$228K Buy
2,903
+44
+2% +$3.56K 0.01% 434
2022
Q4 		$246K Buy
+2,859
New +$257K 0.02% 362

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

SageView Advisory Group's CEG Position: Q2 2026 in Review

SageView Advisory Group reduced its Constellation Energy (CEG) stake by 3.5% in Q2 2026, selling an estimated $33.5K and leaving 3,319 shares worth $824K. The position accounts for 0.03% of the portfolio, ranked #275.

SageView Advisory Group first reported a position in CEG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q2 2025. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • SageView Advisory Group held 3,319 shares of Constellation Energy worth $824K as of Q2 2026.
  • SageView Advisory Group sold 119 Constellation Energy shares in Q2 2026, an estimated $33.5K.
  • Constellation Energy made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #275 holding.
  • SageView Advisory Group first reported a position in Constellation Energy in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Constellation Energy position peaked at $1.74M in Q2 2025.
  • 1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.