Belpointe Asset Management
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Belpointe Asset Management’s Constellation Energy CEG Stock Holding History

Belpointe Asset 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 		$1.87M Sell
7,368
-886
-11% -$237K 0.05% 343
2026
Q2 		$2.05M Buy
8,254
+1,634
+25% +$460K 0.07% 272
2026
Q1 		$1.85M Sell
6,620
-341
-5% -$104K 0.07% 257
2025
Q4 		$2.46M Buy
6,961
+1,392
+25% +$506K 0.09% 192
2025
Q3 		$1.83M Buy
5,569
+385
+7% +$124K 0.07% 238
2025
Q2 		$1.67M Buy
5,184
+662
+15% +$175K 0.07% 234
2025
Q1 		$912K Sell
4,522
-1,018
-18% -$273K 0.05% 359
2024
Q4 		$1.09M Buy
5,540
+272
+5% +$67.8K 0.07% 287
2024
Q3 		$1.37M Sell
5,268
-763
-13% -$152K 0.08% 241
2024
Q2 		$1.21M Buy
6,031
+506
+9% +$103K 0.08% 222
2024
Q1 		$1.02M Buy
5,525
+499
+10% +$70.9K 0.08% 257
2023
Q4 		$587K Buy
5,026
+140
+3% +$16.3K 0.05% 322
2023
Q3 		$533K Sell
4,886
-930
-16% -$95.9K 0.06% 317
2023
Q2 		$532K Sell
5,816
-1,307
-18% -$108K 0.06% 294
2023
Q1 		$559K Buy
7,123
+19
+0.3% +$1.54K 0.03% 518
2022
Q4 		$612K Sell
7,104
-773
-10% -$69.5K 0.04% 459
2022
Q3 		$655K Sell
7,877
-1,489
-16% -$110K 0.04% 415
2022
Q2 		$536K Sell
9,366
-12,815
-58% -$771K 0.04% 461
2022
Q1 		$1.25M Buy
+22,181
New +$1.08M 0.08% 276

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Belpointe Asset Management's CEG Position: Q3 2026 in Review

Belpointe Asset Management reduced its Constellation Energy (CEG) stake by 11% in Q3 2026, selling an estimated $237K and leaving 7,368 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #343.

Belpointe Asset Management first reported a position in CEG in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.46M in Q4 2025. 1,151 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Belpointe Asset Management held 7,368 shares of Constellation Energy worth $1.87M as of Q3 2026.
  • Belpointe Asset Management sold 886 Constellation Energy shares in Q3 2026, an estimated $237K.
  • Constellation Energy made up 0.05% of Belpointe Asset Management's portfolio in Q3 2026, its #343 holding.
  • Belpointe Asset Management first reported a position in Constellation Energy in Q1 2022 and has held it in 19 quarters since.
  • Belpointe Asset Management's Constellation Energy position peaked at $2.46M in Q4 2025.
  • 1,151 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.