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SFG Wealth Management’s Constellation Energy CEG Stock Holding History

SFG Wealth Management’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 		$332K Sell
1,336
-51
-4% -$14.4K 0.12% 101
2026
Q1 		$387K Sell
1,387
-500
-26% -$152K 0.16% 77
2025
Q4 		$667K Hold
1,887
– – 0.26% 68
2025
Q3 		$621K Buy
+1,887
New +$609K 0.27% 67
2025
Q2 		– Sell
-2,893
Closed -$583K – 89
2025
Q1 		$583K Buy
2,893
+500
+21% +$134K 0.28% 67
2024
Q4 		$535K Buy
2,393
+870
+57% +$217K 0.28% 52
2024
Q3 		$396K Hold
1,523
– – 0.21% 66
2024
Q2 		$305K Buy
1,523
+50
+3% +$10.2K 0.17% 76
2024
Q1 		$272K Buy
+1,473
New +$209K 0.16% 81

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

SFG Wealth Management's CEG Position: Q2 2026 in Review

SFG Wealth Management reduced its Constellation Energy (CEG) stake by 3.7% in Q2 2026, selling an estimated $14.4K and leaving 1,336 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #101.

SFG Wealth Management first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $667K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • SFG Wealth Management held 1,336 shares of Constellation Energy worth $332K as of Q2 2026.
  • SFG Wealth Management sold 51 Constellation Energy shares in Q2 2026, an estimated $14.4K.
  • Constellation Energy made up 0.12% of SFG Wealth Management's portfolio in Q2 2026, its #101 holding.
  • SFG Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
  • SFG Wealth Management's Constellation Energy position peaked at $667K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.