STACKSTONE WEALTH, LLC’s Constellation Energy CEG Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$13.6M	Buy	+53,417	New	+$14.3M	1.34%	17

Other funds holding CEG

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

STACKSTONE WEALTH, LLC's CEG Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Constellation Energy (CEG) in Q3 2026: 53,417 shares worth $13.6M. The stake represents 1.34% of the portfolio and ranks #17 among its holdings.

312 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

STACKSTONE WEALTH, LLC held 53,417 shares of Constellation Energy worth $13.6M as of Q3 2026.
Constellation Energy was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Constellation Energy made up 1.34% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #17 holding.
312 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.