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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

SageView Advisory Group's CEG Position: Q4 2025 in Review

SageView Advisory Group reduced its Constellation Energy (CEG) stake by 18% in Q4 2025, selling an estimated $343K and leaving 4,314 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #201.

SageView Advisory Group first reported a position in CEG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.74M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

SageView Advisory Group held 4,314 shares of Constellation Energy worth $1.52M as of Q4 2025.
SageView Advisory Group sold 945 Constellation Energy shares in Q4 2025, an estimated $343K.
Constellation Energy made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #201 holding.
SageView Advisory Group first reported a position in Constellation Energy in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Constellation Energy position peaked at $1.74M in Q2 2025.
2,002 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.