Centric Wealth Management’s Constellation Energy CEG Stock Holding History

Centric 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	$240K	Buy	+868	New	+$232K	0.04%	198

Other funds holding CEG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Centric Wealth Management opened a new position in Constellation Energy (CEG) in Q3 2026: 868 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings.

1,645 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Centric Wealth Management held 868 shares of Constellation Energy worth $240K as of Q3 2026.
Constellation Energy was a new Centric Wealth Management position in Q3 2026.
Constellation Energy made up 0.04% of Centric Wealth Management's portfolio in Q3 2026, its #198 holding.
1,645 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.