SageView Advisory Group, LLC

Position in CEG — Constellation Energy Corp

CIK 1914558 NEWPORT BEACH, CA

Position in CEG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$824,340

-$135,721 QoQ

Shares Held

3,319

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#872

of 1,840 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SageView Advisory Group, LLC holds $824,340 across 1 Utilities - Independent Power Producers name. CEG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CEG	Constellation Energy Corp This page	3,319	$824,340

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$824,340	3,319	-3.5%	Shares	Sole	2026-08-10
2026-03-31	$960,061	3,438	-20.3%	Shares	Sole	2026-08-10
2025-12-31	$1,524,006	4,314	-18.0%	Shares	Sole	2026-02-17
2025-09-30	$1,730,579	5,259	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$1,709,014	5,295	-7.6%	Shares	Sole	2025-08-13
2025-03-31	$1,154,936	5,728	-12.6%	Shares	Sole	2025-05-19
2024-12-31	$1,466,195	6,554	+38.2%	Shares	Sole	2025-02-13
2024-09-30	$1,233,014	4,742	+42.4%	Shares	Sole	2024-11-14
2024-06-30	$666,698	3,329	+8.2%	Shares	Sole	2024-08-15
2024-03-31	$568,968	3,078	-3.9%	Shares	Sole	2024-05-09
2023-12-31	$374,281	3,202	+6.8%	Shares	Sole	2024-03-06
2023-09-30	$326,912	2,997	+0.8%	Shares	Sole	2023-11-03
2023-06-30	$272,086	2,972	+2.4%	Shares	Sole	2023-08-11
2023-03-31	$227,885	2,903	+1.5%	Shares	Sole	2023-05-02
2022-12-31	$246,474	2,859	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.