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Univest Financial’s Constellation Energy CEG Stock Holding History

Univest Financial’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 		$754K Sell
3,036
-12
-0.4% -$3.38K 0.04% 173
2026
Q1 		$851K Buy
3,048
+2
+0.1% +$608 0.05% 160
2025
Q4 		$1.08M Buy
3,046
+3
+0.1% +$1.09K 0.06% 151
2025
Q3 		$1M Hold
3,043
– – 0.06% 153
2025
Q2 		$982K Sell
3,043
-105
-3% -$27.8K 0.06% 150
2025
Q1 		$635K Buy
3,148
+196
+7% +$52.5K 0.04% 186
2024
Q4 		$660K Buy
2,952
+1,341
+83% +$334K 0.04% 183
2024
Q3 		$419K Buy
+1,611
New +$320K 0.03% 209

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

Univest Financial's CEG Position: Q2 2026 in Review

Univest Financial reduced its Constellation Energy (CEG) stake by 0.39% in Q2 2026, selling an estimated $3.38K and leaving 3,036 shares worth $754K. The position accounts for 0.04% of the portfolio, ranked #173.

Univest Financial first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Univest Financial held 3,036 shares of Constellation Energy worth $754K as of Q2 2026.
  • Univest Financial sold 12 Constellation Energy shares in Q2 2026, an estimated $3.38K.
  • Constellation Energy made up 0.04% of Univest Financial's portfolio in Q2 2026, its #173 holding.
  • Univest Financial first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • Univest Financial's Constellation Energy position peaked at $1.08M in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.