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United Capital Financial Advisors’s Constellation Energy CEG Stock Holding History

United Capital 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 		$5.04M Sell
20,312
-675
-3% -$190K 0.03% 375
2026
Q1 		$5.86M Sell
20,987
-477
-2% -$145K 0.04% 330
2025
Q4 		$7.58M Buy
21,464
+3,629
+20% +$1.32M 0.05% 290
2025
Q3 		$5.87M Buy
17,835
+917
+5% +$296K 0.04% 279
2025
Q2 		$5.46M Buy
16,918
+4,470
+36% +$1.18M 0.04% 268
2025
Q1 		$2.51M Buy
12,448
+3,480
+39% +$933K 0.02% 380
2024
Q4 		$2.01M Buy
8,968
+45
+0.5% +$11.2K 0.02% 415
2024
Q3 		$2.32M Sell
8,923
-826
-8% -$164K 0.02% 386
2024
Q2 		$1.95M Buy
9,749
+830
+9% +$169K 0.02% 410
2024
Q1 		$1.65M Sell
8,919
-757
-8% -$107K 0.01% 465
2023
Q4 		$1.13M Buy
9,676
+6,266
+184% +$731K 0.01% 529
2023
Q3 		$372K Sell
3,410
-2,205
-39% -$227K ﹤0.01% 696
2023
Q2 		$514K Sell
5,615
-1,773
-24% -$147K ﹤0.01% 679
2023
Q1 		$580K Sell
7,388
-1,801
-20% -$146K ﹤0.01% 700
2022
Q4 		$792K Buy
9,189
+3,757
+69% +$338K ﹤0.01% 672
2022
Q3 		$452K Sell
5,432
-987
-15% -$72.8K ﹤0.01% 783
2022
Q2 		$368K Buy
6,419
+619
+11% +$37.2K ﹤0.01% 881
2022
Q1 		$326K Buy
+5,800
New +$283K ﹤0.01% 963

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

United Capital Financial Advisors's CEG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Constellation Energy (CEG) stake by 3.2% in Q2 2026, selling an estimated $190K and leaving 20,312 shares worth $5.04M. The position accounts for 0.03% of the portfolio, ranked #375.

United Capital Financial Advisors first reported a position in CEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.58M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • United Capital Financial Advisors held 20,312 shares of Constellation Energy worth $5.04M as of Q2 2026.
  • United Capital Financial Advisors sold 675 Constellation Energy shares in Q2 2026, an estimated $190K.
  • Constellation Energy made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #375 holding.
  • United Capital Financial Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Constellation Energy position peaked at $7.58M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.