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Unify Financial Advisors’s Constellation Energy CEG Stock Holding History

Unify Financial Advisors’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 		$716K Buy
2,883
+151
+6% +$42.5K 0.66% 42
2026
Q1 		$763K Buy
2,732
+508
+23% +$154K 0.79% 37
2025
Q4 		$786K Buy
+2,224
New +$808K 0.82% 32

Other funds holding CEG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Unify Financial Advisors's CEG Position: Q2 2026 in Review

Unify Financial Advisors increased its Constellation Energy (CEG) stake by 5.5% in Q2 2026, buying an estimated $42.5K and bringing the position to 2,883 shares worth $716K. The position accounts for 0.66% of the portfolio, ranked #42.

Unify Financial Advisors first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $786K in Q4 2025. 455 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Unify Financial Advisors held 2,883 shares of Constellation Energy worth $716K as of Q2 2026.
  • Unify Financial Advisors bought 151 Constellation Energy shares in Q2 2026, an estimated $42.5K.
  • Constellation Energy made up 0.66% of Unify Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Unify Financial Advisors first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Constellation Energy position peaked at $786K in Q4 2025.
  • 455 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.