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Sowell Financial Services’s Constellation Energy CEG Stock Holding History

Sowell Financial Services’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 		$770K Sell
3,101
-456
-13% -$128K 0.03% 528
2026
Q1 		$993K Buy
3,557
+116
+3% +$35.3K 0.04% 438
2025
Q4 		$1.22M Buy
3,441
+928
+37% +$337K 0.04% 391
2025
Q3 		$827K Buy
2,513
+54
+2% +$17.4K 0.03% 484
2025
Q2 		$794K Sell
2,459
-79
-3% -$20.9K 0.03% 477
2025
Q1 		$512K Buy
+2,538
New +$680K 0.02% 579

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

Sowell Financial Services's CEG Position: Q2 2026 in Review

Sowell Financial Services reduced its Constellation Energy (CEG) stake by 13% in Q2 2026, selling an estimated $128K and leaving 3,101 shares worth $770K. The position accounts for 0.03% of the portfolio, ranked #528.

Sowell Financial Services first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Sowell Financial Services held 3,101 shares of Constellation Energy worth $770K as of Q2 2026.
  • Sowell Financial Services sold 456 Constellation Energy shares in Q2 2026, an estimated $128K.
  • Constellation Energy made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #528 holding.
  • Sowell Financial Services first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Sowell Financial Services's Constellation Energy position peaked at $1.22M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.