Aries Wealth Management
CEG icon

Aries Wealth Management’s Constellation Energy CEG Stock Holding History

Aries 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 		$355K Hold
1,399
– – 0.07% 185
2026
Q2 		$347K Hold
1,399
– – 0.07% 189
2026
Q1 		$391K Sell
1,399
-39
-3% -$11.9K 0.09% 169
2025
Q4 		$508K Buy
1,438
+39
+3% +$14.2K 0.11% 144
2025
Q3 		$460K Hold
1,399
– – 0.11% 149
2025
Q2 		$452K Sell
1,399
-22
-2% -$5.82K 0.12% 147
2025
Q1 		$287K Buy
1,421
+100
+8% +$26.8K 0.08% 188
2024
Q4 		$296K Sell
1,321
-21
-2% -$5.24K 0.08% 180
2024
Q3 		$349K Hold
1,342
– – 0.1% 171
2024
Q2 		$269K Sell
1,342
-43
-3% -$8.77K 0.08% 169
2024
Q1 		$256K Buy
+1,385
New +$197K 0.08% 180

Other funds holding CEG

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

Aries Wealth Management held its Constellation Energy (CEG) position steady in Q3 2026 at 1,399 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #185.

Aries Wealth Management first reported a position in CEG in Q1 2024 and has held it in 11 quarters since. The position peaked at $508K in Q4 2025. 512 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Aries Wealth Management held 1,399 shares of Constellation Energy worth $355K as of Q3 2026.
  • Aries Wealth Management left its Constellation Energy share count unchanged in Q3 2026.
  • Constellation Energy made up 0.07% of Aries Wealth Management's portfolio in Q3 2026, its #185 holding.
  • Aries Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 11 quarters since.
  • Aries Wealth Management's Constellation Energy position peaked at $508K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.