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Steward Partners Investment Advisory’s Constellation Energy CEG Stock Holding History

Steward Partners Investment Advisory’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 		$24.3M Buy
97,940
+15,385
+19% +$4.33M 0.12% 162
2026
Q1 		$23.1M Buy
82,555
+26,563
+47% +$8.07M 0.12% 153
2025
Q4 		$19.8M Buy
55,992
+535
+1% +$194K 0.11% 166
2025
Q3 		$18.2M Buy
55,457
+2,047
+4% +$661K 0.1% 174
2025
Q2 		$17.2M Buy
53,410
+39,547
+285% +$10.5M 0.13% 153
2025
Q1 		$2.8M Buy
13,863
+2,130
+18% +$571K 0.02% 554
2024
Q4 		$2.62M Buy
11,733
+1,738
+17% +$433K 0.02% 558
2024
Q3 		$2.6M Buy
9,995
+522
+6% +$104K 0.02% 544
2024
Q2 		$1.9M Sell
9,473
-75
-0.8% -$15.3K 0.02% 600
2024
Q1 		$1.76M Buy
9,548
+73
+0.8% +$10.4K 0.02% 615
2023
Q4 		$1.11M Buy
9,475
+55
+0.6% +$6.42K 0.02% 689
2023
Q3 		$1.03M Sell
9,420
-1,412
-13% -$146K 0.02% 668
2023
Q2 		$992K Sell
10,832
-5,161
-32% -$428K 0.01% 690
2023
Q1 		$1.26M Buy
15,993
+4,176
+35% +$338K 0.02% 618
2022
Q4 		$1.02M Buy
11,817
+2,524
+27% +$227K 0.02% 659
2022
Q3 		$773K Sell
9,293
-356
-4% -$26.2K 0.01% 712
2022
Q2 		$553K Sell
9,649
-1,290
-12% -$77.6K 0.01% 819
2022
Q1 		$615K Buy
+10,939
New +$534K 0.01% 852

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's CEG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Constellation Energy (CEG) stake by 19% in Q2 2026, buying an estimated $4.33M and bringing the position to 97,940 shares worth $24.3M. The position accounts for 0.12% of the portfolio, ranked #162.

Steward Partners Investment Advisory first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Steward Partners Investment Advisory held 97,940 shares of Constellation Energy worth $24.3M as of Q2 2026.
  • Steward Partners Investment Advisory bought 15,385 Constellation Energy shares in Q2 2026, an estimated $4.33M.
  • Constellation Energy made up 0.12% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #162 holding.
  • Steward Partners Investment Advisory first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.