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Sierra Summit Advisors’s Constellation Energy CEG Stock Holding History

Sierra Summit 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
-33,248
Closed -$9.28M – 195
2026
Q1 		$9.28M Buy
33,248
+15,740
+90% +$4.78M 1.35% 34
2025
Q4 		$6.19M Sell
17,508
-6
-0% -$2.18K 0.95% 34
2025
Q3 		$5.76M Sell
17,514
-54
-0.3% -$17.4K 0.88% 36
2025
Q2 		$5.67M Buy
17,568
+16,221
+1,204% +$4.29M 1.01% 33
2025
Q1 		$272K Hold
1,347
– – 0.06% 168
2024
Q4 		$301K Hold
1,347
– – 0.06% 140
2024
Q3 		$350K Hold
1,347
– – 0.08% 123
2024
Q2 		$270K Buy
+1,347
New +$275K 0.07% 136

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

Sierra Summit Advisors's CEG Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 33,248 shares — an estimated $9.28M sold.

Sierra Summit Advisors first reported a position in CEG in Q2 2024 and held it in 8 quarters. The position peaked at $9.28M in Q1 2026. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Sierra Summit Advisors reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 33,248 Constellation Energy shares in Q2 2026, an estimated $9.28M.
  • Sierra Summit Advisors first reported a position in Constellation Energy in Q2 2024 and held it in 8 quarters.
  • Sierra Summit Advisors's Constellation Energy position peaked at $9.28M in Q1 2026.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.