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SevenBridge Financial Group’s Constellation Energy CEG Stock Holding History

SevenBridge Financial 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
Q2 		– Sell
-1,558
Closed -$444K – 221
2025
Q1 		$444K Hold
1,558
– – 0.09% 156
2024
Q4 		$489K Buy
1,558
+205
+15% +$51.1K 0.09% 142
2024
Q3 		$321K Hold
1,353
– – 0.06% 177
2024
Q2 		$245K Hold
1,353
– – 0.05% 183
2024
Q1 		$264K Buy
+1,353
New +$192K 0.06% 176

Other funds holding CEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SevenBridge Financial Group's CEG Position: Q2 2025 in Review

SevenBridge Financial Group sold out of Constellation Energy (CEG) in Q2 2025, closing a stake of 1,558 shares — an estimated $444K sold.

SevenBridge Financial Group first reported a position in CEG in Q1 2024 and held it in 5 quarters. The position peaked at $489K in Q4 2024. 1,723 funds tracked by Wall St. Rank hold CEG as of Q2 2025.

  • SevenBridge Financial Group reported no remaining Constellation Energy position as of Q2 2025 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,558 Constellation Energy shares in Q2 2025, an estimated $444K.
  • SevenBridge Financial Group first reported a position in Constellation Energy in Q1 2024 and held it in 5 quarters.
  • SevenBridge Financial Group's Constellation Energy position peaked at $489K in Q4 2024.
  • 1,723 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2025.

Based on SevenBridge Financial Group's 13F filing for Q2 2025, filed 4 Sep 2025.