Crown Wealth Group
CEG icon

Crown Wealth Group’s Constellation Energy CEG Stock Holding History

Crown Wealth Group’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 		$210K Sell
828
-24
-3% -$6.42K 0.05% 142
2026
Q2 		$212K Buy
852
+18
+2% +$5.07K 0.05% 141
2026
Q1 		$233K Buy
834
+55
+7% +$16.7K 0.07% 127
2025
Q4 		$275K Buy
779
+41
+6% +$14.9K 0.08% 101
2025
Q3 		$243K Buy
738
+16
+2% +$5.16K 0.07% 104
2025
Q2 		$233K Buy
+722
New +$191K 0.09% 99

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

Crown Wealth Group's CEG Position: Q3 2026 in Review

Crown Wealth Group reduced its Constellation Energy (CEG) stake by 2.8% in Q3 2026, selling an estimated $6.42K and leaving 828 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #142.

Crown Wealth Group first reported a position in CEG in Q2 2025 and has held it in 6 quarters since. The position peaked at $275K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Crown Wealth Group held 828 shares of Constellation Energy worth $210K as of Q3 2026.
  • Crown Wealth Group sold 24 Constellation Energy shares in Q3 2026, an estimated $6.42K.
  • Constellation Energy made up 0.05% of Crown Wealth Group's portfolio in Q3 2026, its #142 holding.
  • Crown Wealth Group first reported a position in Constellation Energy in Q2 2025 and has held it in 6 quarters since.
  • Crown Wealth Group's Constellation Energy position peaked at $275K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.