AA Financial Advisors
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AA Financial Advisors’s Constellation Energy CEG Stock Holding History

AA Financial 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 		$905K Buy
3,562
+457
+15% +$122K 0.11% 120
2026
Q2 		$771K Buy
3,105
+63
+2% +$17.7K 0.09% 126
2026
Q1 		$849K Buy
3,042
+70
+2% +$21.3K 0.12% 120
2025
Q4 		$1.05M Buy
2,972
+131
+5% +$47.6K 0.19% 85
2025
Q3 		$935K Sell
2,841
-172
-6% -$55.5K 0.18% 83
2025
Q2 		$972K Buy
3,013
+166
+6% +$43.9K 0.21% 73
2025
Q1 		$574K Sell
2,847
-260
-8% -$69.7K 0.14% 93
2024
Q4 		$695K Hold
3,107
– – 0.19% 81
2024
Q3 		$808K Buy
3,107
+582
+23% +$116K 0.23% 75
2024
Q2 		$506K Sell
2,525
-340
-12% -$69.4K 0.18% 98
2024
Q1 		$530K Buy
+2,865
New +$407K 0.21% 91

Other funds holding CEG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

AA Financial Advisors's CEG Position: Q3 2026 in Review

AA Financial Advisors increased its Constellation Energy (CEG) stake by 15% in Q3 2026, buying an estimated $122K and bringing the position to 3,562 shares worth $905K. The position accounts for 0.11% of the portfolio, ranked #120.

AA Financial Advisors first reported a position in CEG in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2025. 1,436 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • AA Financial Advisors held 3,562 shares of Constellation Energy worth $905K as of Q3 2026.
  • AA Financial Advisors bought 457 Constellation Energy shares in Q3 2026, an estimated $122K.
  • Constellation Energy made up 0.11% of AA Financial Advisors's portfolio in Q3 2026, its #120 holding.
  • AA Financial Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 11 quarters since.
  • AA Financial Advisors's Constellation Energy position peaked at $1.05M in Q4 2025.
  • 1,436 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.