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Summit Global Investments’s Constellation Energy CEG Stock Holding History

Summit Global Investments’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 		$395K Buy
+1,591
New +$448K 0.02% 390
2024
Q3 		– Sell
-4,214
Closed -$844K – 513
2024
Q2 		$844K Buy
+4,214
New +$860K 0.06% 268
2024
Q1 		– Sell
-8,546
Closed -$999K – 513
2023
Q4 		$999K Buy
+8,546
New +$998K 0.07% 238

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

Summit Global Investments's CEG Position: Q2 2026 in Review

Summit Global Investments opened a new position in Constellation Energy (CEG) in Q2 2026: 1,591 shares worth $395K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in CEG as recently as Q2 2024.

Summit Global Investments first reported a position in CEG in Q4 2023 and has held it in 3 quarters since. The position peaked at $999K in Q4 2023. 1,863 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Summit Global Investments held 1,591 shares of Constellation Energy worth $395K as of Q2 2026.
  • Constellation Energy was a new Summit Global Investments position in Q2 2026.
  • Constellation Energy made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #390 holding.
  • Summit Global Investments first reported a position in Constellation Energy in Q4 2023 and has held it in 3 quarters since.
  • Summit Global Investments's Constellation Energy position peaked at $999K in Q4 2023.
  • 1,863 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.