Sound View Wealth Advisors Group’s Constellation Energy CEG Stock Holding History

Sound View Wealth Advisors 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
2026 Q1	$291K	Sell	1,042 -324	-24%	-$98.5K	0.02%	347
2025 Q4	$483K	Sell	1,366 -6	-0.4%	-$2.18K	0.03%	274
2025 Q3	$452K	Hold	1,372	–	–	0.03%	285
2025 Q2	$443K	Buy	1,372 +110	+9%	+$29.1K	0.03%	289
2025 Q1	$254K	Sell	1,262 -79	-6%	-$21.2K	0.02%	360
2024 Q4	$300K	Hold	1,341	–	–	0.02%	338
2024 Q3	$349K	Buy	+1,341	New	+$266K	0.03%	311

Other funds holding CEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sound View Wealth Advisors Group's CEG Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Constellation Energy (CEG) stake by 24% in Q1 2026, selling an estimated $98.5K and leaving 1,042 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #347.

Sound View Wealth Advisors Group first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $483K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

Sound View Wealth Advisors Group held 1,042 shares of Constellation Energy worth $291K as of Q1 2026.
Sound View Wealth Advisors Group sold 324 Constellation Energy shares in Q1 2026, an estimated $98.5K.
Constellation Energy made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #347 holding.
Sound View Wealth Advisors Group first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
Sound View Wealth Advisors Group's Constellation Energy position peaked at $483K in Q4 2025.
1,893 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.