Advocate Group’s Constellation Energy CEG Stock Holding History

Advocate Group’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	$200K	Buy	+788	New	+$211K	0.03%	121
2026 Q2	–	Sell	-782	Closed	-$218K	–	127
2026 Q1	$218K	Hold	782	–	–	0.03%	123
2025 Q4	$276K	Hold	782	–	–	0.04%	110
2025 Q3	$257K	Hold	782	–	–	0.04%	112
2025 Q2	$252K	Buy	+782	New	+$207K	0.05%	110
2024 Q4	–	Sell	-869	Closed	-$226K	–	116
2024 Q3	$226K	Buy	+869	New	+$173K	0.04%	109

Other funds holding CEG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Advocate Group's CEG Position: Q3 2026 in Review

Advocate Group opened a new position in Constellation Energy (CEG) in Q3 2026: 788 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #121 among its holdings. This is a return to the name: Advocate Group previously reported a position in CEG as recently as Q1 2026.

Advocate Group first reported a position in CEG in Q3 2024 and has held it in 6 quarters since. The position peaked at $276K in Q4 2025. 813 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Advocate Group held 788 shares of Constellation Energy worth $200K as of Q3 2026.
Constellation Energy was a new Advocate Group position in Q3 2026.
Constellation Energy made up 0.03% of Advocate Group's portfolio in Q3 2026, its #121 holding.
Advocate Group first reported a position in Constellation Energy in Q3 2024 and has held it in 6 quarters since.
Advocate Group's Constellation Energy position peaked at $276K in Q4 2025.
813 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.