Avestar Capital
CEG icon

Avestar Capital’s Constellation Energy CEG Stock Holding History

Avestar 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 		$673K Buy
2,650
+166
+7% +$44.4K 0.05% 298
2026
Q2 		$617K Sell
2,484
-223
-8% -$62.8K 0.03% 333
2026
Q1 		$756K Buy
2,707
+37
+1% +$11.2K 0.05% 273
2025
Q4 		$944K Buy
2,670
+126
+5% +$45.8K 0.06% 232
2025
Q3 		$837K Sell
2,544
-252
-9% -$81.3K 0.05% 252
2025
Q2 		$902K Buy
2,796
+1,300
+87% +$344K 0.06% 231
2025
Q1 		$302K Sell
1,496
-588
-28% -$158K 0.03% 373
2024
Q4 		$466K Buy
2,084
+233
+13% +$58.1K 0.04% 303
2024
Q3 		$481K Sell
1,851
-10
-0.5% -$1.99K 0.05% 261
2024
Q2 		$373K Buy
1,861
+193
+12% +$39.4K 0.04% 298
2024
Q1 		$308K Buy
+1,668
New +$237K 0.03% 334

Other funds holding CEG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Avestar Capital's CEG Position: Q3 2026 in Review

Avestar Capital increased its Constellation Energy (CEG) stake by 6.7% in Q3 2026, buying an estimated $44.4K and bringing the position to 2,650 shares worth $673K. The position accounts for 0.05% of the portfolio, ranked #298.

Avestar Capital first reported a position in CEG in Q1 2024 and has held it in 11 quarters since. The position peaked at $944K in Q4 2025. 1,645 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Avestar Capital held 2,650 shares of Constellation Energy worth $673K as of Q3 2026.
  • Avestar Capital bought 166 Constellation Energy shares in Q3 2026, an estimated $44.4K.
  • Constellation Energy made up 0.05% of Avestar Capital's portfolio in Q3 2026, its #298 holding.
  • Avestar Capital first reported a position in Constellation Energy in Q1 2024 and has held it in 11 quarters since.
  • Avestar Capital's Constellation Energy position peaked at $944K in Q4 2025.
  • 1,645 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.