Cornerstone Advisory
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Cornerstone Advisory’s Constellation Energy CEG Stock Holding History

Cornerstone Advisory’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 		$559K Buy
2,200
+330
+18% +$88.2K 0.04% 157
2026
Q2 		$464K Sell
1,870
-144
-7% -$40.6K 0.04% 173
2026
Q1 		$562K Buy
2,014
+12
+0.6% +$3.65K 0.05% 143
2025
Q4 		$707K Sell
2,002
-11
-0.5% -$4K 0.07% 120
2025
Q3 		$662K Sell
2,013
-275
-12% -$88.8K 0.07% 129
2025
Q2 		$738K Sell
2,288
-251
-10% -$66.4K 0.08% 116
2025
Q1 		$695K Sell
2,539
-161
-6% -$43.2K 0.08% 121
2024
Q4 		$857K Buy
2,700
+78
+3% +$19.4K 0.1% 97
2024
Q3 		$682K Sell
2,622
-130
-5% -$25.8K 0.09% 108
2024
Q2 		$551K Sell
2,752
-1,991
-42% -$406K 0.08% 120
2024
Q1 		$877K Sell
4,743
-18
-0.4% -$2.56K 0.13% 95
2023
Q4 		$556K Buy
4,761
+726
+18% +$84.7K 0.09% 127
2023
Q3 		$440K Buy
4,035
+25
+0.6% +$2.58K 0.08% 137
2023
Q2 		$367K Buy
4,010
+20
+0.5% +$1.66K 0.06% 153
2023
Q1 		$313K Buy
3,990
+108
+3% +$8.74K 0.06% 168
2022
Q4 		$335K Buy
3,882
+150
+4% +$13.5K 0.07% 153
2022
Q3 		$310K Sell
3,732
-318
-8% -$23.4K 0.07% 145
2022
Q2 		$232K Buy
4,050
+68
+2% +$4.09K 0.05% 172
2022
Q1 		$224K Buy
+3,982
New +$194K 0.03% 204

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

Cornerstone Advisory's CEG Position: Q3 2026 in Review

Cornerstone Advisory increased its Constellation Energy (CEG) stake by 18% in Q3 2026, buying an estimated $88.2K and bringing the position to 2,200 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #157.

Cornerstone Advisory first reported a position in CEG in Q1 2022 and has held it in 19 quarters since. The position peaked at $877K in Q1 2024. 1,098 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Cornerstone Advisory held 2,200 shares of Constellation Energy worth $559K as of Q3 2026.
  • Cornerstone Advisory bought 330 Constellation Energy shares in Q3 2026, an estimated $88.2K.
  • Constellation Energy made up 0.04% of Cornerstone Advisory's portfolio in Q3 2026, its #157 holding.
  • Cornerstone Advisory first reported a position in Constellation Energy in Q1 2022 and has held it in 19 quarters since.
  • Cornerstone Advisory's Constellation Energy position peaked at $877K in Q1 2024.
  • 1,098 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.