Accurate Wealth Management
CEG icon

Accurate Wealth Management’s Constellation Energy CEG Stock Holding History

Accurate Wealth Management’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 		$559K Sell
1,888
-26
-1% -$6.95K 0.05% 351
2026
Q2 		$481K Buy
1,914
+233
+14% +$65.6K 0.05% 358
2026
Q1 		$482K Sell
1,681
-152
-8% -$46.2K 0.06% 327
2025
Q4 		$628K Buy
1,833
+308
+20% +$112K 0.08% 255
2025
Q3 		$594K Buy
1,525
+119
+8% +$38.4K 0.08% 260
2025
Q2 		$441K Buy
1,406
+216
+18% +$57.2K 0.07% 278
2025
Q1 		$248K Buy
1,190
+7
+0.6% +$1.88K 0.05% 332
2024
Q4 		$361K Hold
1,183
– – 0.07% 256
2024
Q3 		$315K Sell
1,183
-21
-2% -$4.17K 0.06% 280
2024
Q2 		$256K Buy
1,204
+15
+1% +$3.06K 0.06% 262
2024
Q1 		$215K Buy
+1,189
New +$169K 0.06% 277
2023
Q1 		– Sell
-1,199
Closed -$100K – 435
2022
Q4 		$100K Buy
+1,199
New +$108K 0.04% 313

Other funds holding CEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Accurate Wealth Management's CEG Position: Q3 2026 in Review

Accurate Wealth Management reduced its Constellation Energy (CEG) stake by 1.4% in Q3 2026, selling an estimated $6.95K and leaving 1,888 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #351.

Accurate Wealth Management first reported a position in CEG in Q4 2022 and has held it in 12 quarters since. The position peaked at $628K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Accurate Wealth Management held 1,888 shares of Constellation Energy worth $559K as of Q3 2026.
  • Accurate Wealth Management sold 26 Constellation Energy shares in Q3 2026, an estimated $6.95K.
  • Constellation Energy made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #351 holding.
  • Accurate Wealth Management first reported a position in Constellation Energy in Q4 2022 and has held it in 12 quarters since.
  • Accurate Wealth Management's Constellation Energy position peaked at $628K in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.