B.A. Schrock Wealth Management, Inc.’s Constellation Energy CEG Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$266K	Buy	+1,028	New	+$275K	0.1%	123

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

SCM

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

GIM

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

BWP

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

B.A. Schrock Wealth Management, Inc.'s CEG Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Constellation Energy (CEG) in Q3 2026: 1,028 shares worth $266K. The stake represents 0.1% of the portfolio and ranks #123 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 1,028 shares of Constellation Energy worth $266K as of Q3 2026.
Constellation Energy was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Constellation Energy made up 0.1% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #123 holding.
222 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.