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Acropolis Investment Management’s Constellation Energy CEG Stock Holding History

Acropolis Investment 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 		$567K Sell
2,234
-28
-1% -$7.49K 0.02% 177
2026
Q2 		$562K Buy
2,262
+92
+4% +$25.9K 0.02% 177
2026
Q1 		$606K Sell
2,170
-1
-0% -$304 0.03% 167
2025
Q4 		$767K Buy
2,171
+28
+1% +$10.2K 0.03% 140
2025
Q3 		$692K Buy
2,143
+235
+12% +$75.8K 0.04% 144
2025
Q2 		$616K Buy
1,908
+10
+0.5% +$2.65K 0.03% 138
2025
Q1 		$383K Buy
1,898
+3
+0.2% +$804 0.02% 170
2024
Q4 		$424K Buy
1,895
+20
+1% +$4.99K 0.03% 161
2024
Q3 		$488K Hold
1,875
– – 0.03% 150
2024
Q2 		$375K Sell
1,875
-148
-7% -$30.2K 0.02% 165
2024
Q1 		$374K Sell
2,023
-395
-16% -$56.1K 0.02% 166
2023
Q4 		$283K Sell
2,418
-424
-15% -$49.5K 0.02% 188
2023
Q3 		$310K Sell
2,842
-570
-17% -$58.8K 0.02% 175
2023
Q2 		$312K Sell
3,412
-545
-14% -$45.2K 0.02% 170
2023
Q1 		$311K Sell
3,957
-1,000
-20% -$80.9K 0.03% 170
2022
Q4 		$427K Sell
4,957
-1,425
-22% -$128K 0.04% 145
2022
Q3 		$531K Buy
6,382
+30
+0.5% +$2.21K 0.05% 114
2022
Q2 		$364K Buy
+6,352
New +$382K 0.04% 150

Other funds holding CEG

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Acropolis Investment Management's CEG Position: Q3 2026 in Review

Acropolis Investment Management reduced its Constellation Energy (CEG) stake by 1.2% in Q3 2026, selling an estimated $7.49K and leaving 2,234 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #177.

Acropolis Investment Management first reported a position in CEG in Q2 2022 and has held it in 18 quarters since. The position peaked at $767K in Q4 2025. 55 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Acropolis Investment Management held 2,234 shares of Constellation Energy worth $567K as of Q3 2026.
  • Acropolis Investment Management sold 28 Constellation Energy shares in Q3 2026, an estimated $7.49K.
  • Constellation Energy made up 0.02% of Acropolis Investment Management's portfolio in Q3 2026, its #177 holding.
  • Acropolis Investment Management first reported a position in Constellation Energy in Q2 2022 and has held it in 18 quarters since.
  • Acropolis Investment Management's Constellation Energy position peaked at $767K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.