AWE
CEG icon

Avidian Wealth Enterprises’s Constellation Energy CEG Stock Holding History

Avidian Wealth Enterprises’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 		$420K Buy
1,653
+378
+30% +$101K 0.01% 526
2026
Q2 		$317K Buy
1,275
+80
+7% +$22.5K 0.01% 584
2026
Q1 		$334K Buy
1,195
+352
+42% +$107K 0.01% 527
2025
Q4 		$298K Buy
843
+113
+15% +$41.1K 0.01% 478
2025
Q3 		$240K Buy
+730
New +$236K 0.01% 518

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Avidian Wealth Enterprises's CEG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Constellation Energy (CEG) stake by 30% in Q3 2026, buying an estimated $101K and bringing the position to 1,653 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #526.

Avidian Wealth Enterprises first reported a position in CEG in Q3 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Avidian Wealth Enterprises held 1,653 shares of Constellation Energy worth $420K as of Q3 2026.
  • Avidian Wealth Enterprises bought 378 Constellation Energy shares in Q3 2026, an estimated $101K.
  • Constellation Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #526 holding.
  • Avidian Wealth Enterprises first reported a position in Constellation Energy in Q3 2025 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.