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Souders Financial Advisors’s Constellation Energy CEG Stock Holding History

Souders 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 		$489K Sell
1,971
-4
-0.2% -$1.13K 0.05% 147
2026
Q1 		$551K Sell
1,975
-115
-6% -$34.9K 0.06% 136
2025
Q4 		$738K Buy
2,090
+63
+3% +$22.9K 0.08% 107
2025
Q3 		$667K Sell
2,027
-69
-3% -$22.3K 0.08% 114
2025
Q2 		$677K Buy
2,096
+382
+22% +$101K 0.09% 113
2025
Q1 		$346K Buy
1,714
+327
+24% +$87.6K 0.05% 146
2024
Q4 		$310K Buy
1,387
+178
+15% +$44.4K 0.04% 149
2024
Q3 		$314K Buy
+1,209
New +$240K 0.04% 141
2022
Q2 		– Sell
-18,106
Closed -$1.02M – 138
2022
Q1 		$1.02M Buy
+18,106
New +$883K 0.29% 70

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

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

Souders Financial Advisors reduced its Constellation Energy (CEG) stake by 0.2% in Q2 2026, selling an estimated $1.13K and leaving 1,971 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #147.

Souders Financial Advisors first reported a position in CEG in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.02M in Q1 2022. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Souders Financial Advisors held 1,971 shares of Constellation Energy worth $489K as of Q2 2026.
  • Souders Financial Advisors sold 4 Constellation Energy shares in Q2 2026, an estimated $1.13K.
  • Constellation Energy made up 0.05% of Souders Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • Souders Financial Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 9 quarters since.
  • Souders Financial Advisors's Constellation Energy position peaked at $1.02M in Q1 2022.
  • 1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.