Compass Wealth Management’s Constellation Energy CEG Stock Holding History

Compass 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	$10.2K	Buy	+40	New	+$10.7K	﹤0.01%	354

Other funds holding CEG

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Compass Wealth Management opened a new position in Constellation Energy (CEG) in Q3 2026: 40 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings.

1,086 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Compass Wealth Management held 40 shares of Constellation Energy worth $10.2K as of Q3 2026.
Constellation Energy was a new Compass Wealth Management position in Q3 2026.
Constellation Energy made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #354 holding.
1,086 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.