SC&H Financial Advisors’s Constellation Energy CEG Stock Holding History

SC&H Financial Advisors’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	–	Sell	-879	Closed	-$246K	–	161
2026 Q1	$246K	Hold	879	–	–	0.04%	138
2025 Q4	$311K	Sell	879 -7	-0.8%	-$2.54K	0.05%	123
2025 Q3	$292K	Sell	886 -492	-36%	-$159K	0.05%	122
2025 Q2	$445K	Sell	1,378 -19	-1%	-$5.03K	0.08%	91
2025 Q1	$282K	Hold	1,397	–	–	0.06%	120
2024 Q4	$313K	Sell	1,397 -110	-7%	-$27.4K	0.06%	114
2024 Q3	$392K	Sell	1,507 -14	-0.9%	-$2.78K	0.09%	103
2024 Q2	$305K	Buy	1,521 +20	+1%	+$4.08K	0.07%	114
2024 Q1	$277K	Buy	+1,501	New	+$213K	0.07%	121
2023 Q1	–	Sell	-2,536	Closed	-$219K	–	132
2022 Q4	$219K	Buy	2,536 +1	+0%	+$90	0.09%	122
2022 Q3	$211K	Buy	+2,535	New	+$187K	0.11%	123

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SC&H Financial Advisors's CEG Position: Q2 2026 in Review

SC&H Financial Advisors sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 879 shares — an estimated $246K sold.

SC&H Financial Advisors first reported a position in CEG in Q3 2022 and held it in 11 quarters. The position peaked at $445K in Q2 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

SC&H Financial Advisors reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
SC&H Financial Advisors sold 879 Constellation Energy shares in Q2 2026, an estimated $246K.
SC&H Financial Advisors first reported a position in Constellation Energy in Q3 2022 and held it in 11 quarters.
SC&H Financial Advisors's Constellation Energy position peaked at $445K in Q2 2025.
1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.