4Wealth Advisors’s Constellation Energy CEG Stock Holding History

4Wealth 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 Q3	$258K	Buy	973 +7	+0.7%	+$1.87K	0.18%	109
2026 Q2	$251K	Hold	966	–	–	0.19%	130
2026 Q1	$288K	Hold	966	–	–	0.25%	113
2025 Q4	$341K	Hold	966	–	–	0.29%	111
2025 Q3	$318K	Hold	966	–	–	0.28%	108
2025 Q2	$312K	Buy	+966	New	+$256K	0.32%	99
2025 Q1	–	Sell	-1,619	Closed	-$362K	–	129
2024 Q4	$362K	Buy	+1,619	New	+$404K	0.36%	93

Other funds holding CEG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

4Wealth Advisors's CEG Position: Q3 2026 in Review

4Wealth Advisors increased its Constellation Energy (CEG) stake by 0.72% in Q3 2026, buying an estimated $1.87K and bringing the position to 973 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #109.

4Wealth Advisors first reported a position in CEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q4 2024. 1,163 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

4Wealth Advisors held 973 shares of Constellation Energy worth $258K as of Q3 2026.
4Wealth Advisors bought 7 Constellation Energy shares in Q3 2026, an estimated $1.87K.
Constellation Energy made up 0.18% of 4Wealth Advisors's portfolio in Q3 2026, its #109 holding.
4Wealth Advisors first reported a position in Constellation Energy in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's Constellation Energy position peaked at $362K in Q4 2024.
1,163 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.