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Savvy Advisors Inc’s Constellation Energy CEG Stock Holding History

Savvy Advisors Inc’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 		$2M Buy
8,041
+1,657
+26% +$467K 0.04% 333
2026
Q1 		$1.78M Buy
6,384
+867
+16% +$263K 0.05% 292
2025
Q4 		$1.95M Buy
5,517
+596
+12% +$217K 0.06% 230
2025
Q3 		$1.62M Buy
4,921
+63
+1% +$20.3K 0.07% 195
2025
Q2 		$1.57M Buy
4,858
+1,053
+28% +$279K 0.1% 145
2025
Q1 		$767K Buy
3,805
+180
+5% +$48.2K 0.08% 205
2024
Q4 		$811K Buy
3,625
+710
+24% +$177K 0.1% 173
2024
Q3 		$758K Buy
2,915
+606
+26% +$120K 0.15% 136
2024
Q2 		$462K Buy
2,309
+54
+2% +$11K 0.15% 149
2024
Q1 		$417K Sell
2,255
-40
-2% -$5.68K 0.24% 117
2023
Q4 		$268K Buy
+2,295
New +$268K 0.26% 122

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's CEG Position: Q2 2026 in Review

Savvy Advisors Inc increased its Constellation Energy (CEG) stake by 26% in Q2 2026, buying an estimated $467K and bringing the position to 8,041 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #333.

Savvy Advisors Inc first reported a position in CEG in Q4 2023 and has held it in 11 quarters since. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Savvy Advisors Inc held 8,041 shares of Constellation Energy worth $2M as of Q2 2026.
  • Savvy Advisors Inc bought 1,657 Constellation Energy shares in Q2 2026, an estimated $467K.
  • Constellation Energy made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #333 holding.
  • Savvy Advisors Inc first reported a position in Constellation Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.