Aviso Wealth Management
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Aviso Wealth Management’s Constellation Energy CEG Stock Holding History

Aviso 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 		$977K Buy
3,848
+35
+0.9% +$9.36K 0.37% 54
2026
Q2 		$947K Sell
3,813
-70
-2% -$19.7K 0.32% 61
2026
Q1 		$1.08M Sell
3,883
-2
-0.1% -$608 0.49% 47
2025
Q4 		$1.37M Sell
3,885
-421
-10% -$153K 0.58% 41
2025
Q3 		$1.42M Sell
4,306
-74
-2% -$23.9K 0.62% 39
2025
Q2 		$1.41M Buy
4,380
+442
+11% +$117K 0.66% 38
2025
Q1 		$794K Sell
3,938
-251
-6% -$67.3K 0.42% 63
2024
Q4 		$937K Sell
4,189
-100
-2% -$24.9K 0.48% 57
2024
Q3 		$1.12M Buy
4,289
+160
+4% +$31.8K 0.6% 42
2024
Q2 		$827K Buy
4,129
+1,647
+66% +$336K 0.49% 52
2024
Q1 		$459K Buy
2,482
+294
+13% +$41.7K 0.29% 84
2023
Q4 		$256K Buy
+2,188
New +$255K 0.19% 119

Other funds holding CEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Aviso Wealth Management increased its Constellation Energy (CEG) stake by 0.92% in Q3 2026, buying an estimated $9.36K and bringing the position to 3,848 shares worth $977K. The position accounts for 0.37% of the portfolio, ranked #54.

Aviso Wealth Management first reported a position in CEG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.42M in Q3 2025. 1,070 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Aviso Wealth Management held 3,848 shares of Constellation Energy worth $977K as of Q3 2026.
  • Aviso Wealth Management bought 35 Constellation Energy shares in Q3 2026, an estimated $9.36K.
  • Constellation Energy made up 0.37% of Aviso Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Aviso Wealth Management first reported a position in Constellation Energy in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's Constellation Energy position peaked at $1.42M in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.