Cox Capital Management’s Constellation Energy CEG Stock Holding History

Cox Capital 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	$1.48M	Buy	+5,828	New	+$1.56M	0.83%	38

Other funds holding CEG

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Cox Capital Management's CEG Position: Q3 2026 in Review

Cox Capital Management opened a new position in Constellation Energy (CEG) in Q3 2026: 5,828 shares worth $1.48M. The stake represents 0.83% of the portfolio and ranks #38 among its holdings.

55 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Cox Capital Management held 5,828 shares of Constellation Energy worth $1.48M as of Q3 2026.
Constellation Energy was a new Cox Capital Management position in Q3 2026.
Constellation Energy made up 0.83% of Cox Capital Management's portfolio in Q3 2026, its #38 holding.
55 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.