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Second Half Financial Partners’s Constellation Energy CEG Stock Holding History

Second Half Financial 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 		$224K Hold
903
– – 0.09% 98
2026
Q1 		$252K Hold
903
– – 0.11% 81
2025
Q4 		$319K Hold
903
– – 0.14% 65
2025
Q3 		$297K Hold
903
– – 0.13% 69
2025
Q2 		$291K Buy
+903
New +$239K 0.14% 66
2025
Q1 		– Sell
-969
Closed -$217K – 85
2024
Q4 		$217K Sell
969
-37
-4% -$9.23K 0.11% 86
2024
Q3 		$262K Buy
+1,006
New +$200K 0.14% 80

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

Second Half Financial Partners's CEG Position: Q2 2026 in Review

Second Half Financial Partners held its Constellation Energy (CEG) position steady in Q2 2026 at 903 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #98.

Second Half Financial Partners first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $319K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Second Half Financial Partners held 903 shares of Constellation Energy worth $224K as of Q2 2026.
  • Second Half Financial Partners left its Constellation Energy share count unchanged in Q2 2026.
  • Constellation Energy made up 0.09% of Second Half Financial Partners's portfolio in Q2 2026, its #98 holding.
  • Second Half Financial Partners first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • Second Half Financial Partners's Constellation Energy position peaked at $319K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.