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Simon Quick Advisors’s Constellation Energy CEG Stock Holding History

Simon Quick 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 		$274K Buy
+1,104
New +$311K 0.01% 345
2025
Q2 		– Sell
-1,697
Closed -$342K – 405
2025
Q1 		$342K Buy
1,697
+242
+17% +$64.9K 0.02% 404
2024
Q4 		$326K Buy
1,455
+211
+17% +$52.6K 0.02% 340
2024
Q3 		$323K Buy
1,244
+99
+9% +$19.7K 0.02% 305
2024
Q2 		$229K Buy
+1,145
New +$234K 0.02% 339

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

Simon Quick Advisors's CEG Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in Constellation Energy (CEG) in Q2 2026: 1,104 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in CEG as recently as Q1 2025.

Simon Quick Advisors first reported a position in CEG in Q2 2024 and has held it in 5 quarters since. The position peaked at $342K in Q1 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Simon Quick Advisors held 1,104 shares of Constellation Energy worth $274K as of Q2 2026.
  • Constellation Energy was a new Simon Quick Advisors position in Q2 2026.
  • Constellation Energy made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #345 holding.
  • Simon Quick Advisors first reported a position in Constellation Energy in Q2 2024 and has held it in 5 quarters since.
  • Simon Quick Advisors's Constellation Energy position peaked at $342K in Q1 2025.
  • 1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.