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Apella Capital’s Constellation Energy CEG Stock Holding History

Apella Capital’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 		$570K Buy
1,901
+100
+6% +$26.7K 0.01% 482
2026
Q2 		$432K Buy
1,801
+52
+3% +$14.6K 0.01% 496
2026
Q1 		$518K Buy
1,749
+211
+14% +$64.1K 0.01% 461
2025
Q4 		$543K Buy
1,538
+110
+8% +$40K 0.01% 348
2025
Q3 		$566K Buy
1,428
+91
+7% +$29.4K 0.01% 308
2025
Q2 		$426K Buy
1,337
+15
+1% +$3.97K 0.01% 313
2025
Q1 		$285K Buy
+1,322
New +$354K 0.01% 315
2024
Q4 		– Sell
-814
Closed -$216K – 345
2024
Q3 		$216K Buy
+814
New +$162K 0.01% 309

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

Apella Capital's CEG Position: Q3 2026 in Review

Apella Capital increased its Constellation Energy (CEG) stake by 5.6% in Q3 2026, buying an estimated $26.7K and bringing the position to 1,901 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #482.

Apella Capital first reported a position in CEG in Q3 2024 and has held it in 8 quarters since. 55 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Apella Capital held 1,901 shares of Constellation Energy worth $570K as of Q3 2026.
  • Apella Capital bought 100 Constellation Energy shares in Q3 2026, an estimated $26.7K.
  • Constellation Energy made up 0.01% of Apella Capital's portfolio in Q3 2026, its #482 holding.
  • Apella Capital first reported a position in Constellation Energy in Q3 2024 and has held it in 8 quarters since.
  • 55 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.