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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
Q2 		$218K Sell
876
-166
-16% -$46.7K 0.01% 415
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
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

Sound View Wealth Advisors Group's CEG Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Constellation Energy (CEG) stake by 16% in Q2 2026, selling an estimated $46.7K and leaving 876 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #415.

Sound View Wealth Advisors Group first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $483K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Sound View Wealth Advisors Group held 876 shares of Constellation Energy worth $218K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 166 Constellation Energy shares in Q2 2026, an estimated $46.7K.
  • Constellation Energy made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #415 holding.
  • Sound View Wealth Advisors Group first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Sound View Wealth Advisors Group's Constellation Energy position peaked at $483K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.