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Sequoia Financial Advisors’s Constellation Energy CEG Stock Holding History

Sequoia 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 		$2.96M Sell
11,913
-2,136
-15% -$602K 0.01% 484
2026
Q1 		$3.92M Buy
14,049
+1,661
+13% +$505K 0.02% 379
2025
Q4 		$4.38M Buy
12,388
+2,673
+28% +$971K 0.02% 350
2025
Q3 		$3.2M Buy
9,715
+59
+0.6% +$19K 0.02% 399
2025
Q2 		$3.12M Buy
9,656
+1,066
+12% +$282K 0.02% 374
2025
Q1 		$1.73M Sell
8,590
-333
-4% -$89.3K 0.01% 471
2024
Q4 		$2M Buy
8,923
+801
+10% +$200K 0.02% 406
2024
Q3 		$2.11M Sell
8,122
-908
-10% -$180K 0.02% 366
2024
Q2 		$1.81M Buy
9,030
+2,399
+36% +$489K 0.02% 352
2024
Q1 		$1.23M Sell
6,631
-1,209
-15% -$172K 0.02% 431
2023
Q4 		$916K Buy
7,840
+3,648
+87% +$426K 0.01% 546
2023
Q3 		$457K Buy
4,192
+206
+5% +$21.2K 0.01% 544
2023
Q2 		$365K Buy
3,986
+483
+14% +$40K 0.01% 625
2023
Q1 		$275K Sell
3,503
-136
-4% -$11K 0.01% 661
2022
Q4 		$314K Buy
+3,639
New +$327K 0.01% 569

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

Sequoia Financial Advisors's CEG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Constellation Energy (CEG) stake by 15% in Q2 2026, selling an estimated $602K and leaving 11,913 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #484.

Sequoia Financial Advisors first reported a position in CEG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.38M in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Sequoia Financial Advisors held 11,913 shares of Constellation Energy worth $2.96M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,136 Constellation Energy shares in Q2 2026, an estimated $602K.
  • Constellation Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #484 holding.
  • Sequoia Financial Advisors first reported a position in Constellation Energy in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Constellation Energy position peaked at $4.38M in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.