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Cornerstone Wealth Management’s Constellation Energy CEG Stock Holding History

Cornerstone 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 		$953K Buy
3,752
+9
+0.2% +$2.41K 0.04% 343
2026
Q2 		$930K Buy
3,743
+971
+35% +$273K 0.04% 350
2026
Q1 		$774K Buy
2,772
+487
+21% +$148K 0.04% 348
2025
Q4 		$807K Sell
2,285
-74
-3% -$26.9K 0.04% 328
2025
Q3 		$776K Sell
2,359
-24
-1% -$7.75K 0.04% 327
2025
Q2 		$769K Buy
2,383
+248
+12% +$65.6K 0.05% 317
2025
Q1 		$431K Buy
2,135
+380
+22% +$102K 0.03% 399
2024
Q4 		$393K Buy
1,755
+206
+13% +$51.4K 0.03% 400
2024
Q3 		$403K Buy
1,549
+82
+6% +$16.3K 0.03% 397
2024
Q2 		$294K Sell
1,467
-23
-2% -$4.69K 0.02% 437
2024
Q1 		$276K Buy
+1,490
New +$212K 0.02% 440

Other funds holding CEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

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

Cornerstone Wealth Management increased its Constellation Energy (CEG) stake by 0.24% in Q3 2026, buying an estimated $2.41K and bringing the position to 3,752 shares worth $953K. The position accounts for 0.04% of the portfolio, ranked #343.

Cornerstone Wealth Management first reported a position in CEG in Q1 2024 and has held it in 11 quarters since. 1,248 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Cornerstone Wealth Management held 3,752 shares of Constellation Energy worth $953K as of Q3 2026.
  • Cornerstone Wealth Management bought 9 Constellation Energy shares in Q3 2026, an estimated $2.41K.
  • Constellation Energy made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #343 holding.
  • Cornerstone Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 11 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

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