Crumly & Associates’s Constellation Energy CEG Stock Holding History

Crumly & Associates’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	$1.08M	Buy	4,239 +92	+2%	+$24.6K	0.19%	73
2026 Q2	$1.03M	Buy	4,147 +193	+5%	+$54.4K	0.2%	69
2026 Q1	$1.1M	Buy	3,954 +291	+8%	+$88.4K	0.23%	69
2025 Q4	$1.29M	Sell	3,663 -52	-1%	-$18.9K	0.27%	66
2025 Q3	$1.22M	Buy	3,715 +341	+10%	+$110K	0.27%	62
2025 Q2	$1.09M	Buy	3,374 +2,138	+173%	+$566K	0.27%	59
2025 Q1	$249K	Buy	+1,236	New	+$331K	0.07%	146

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Crumly & Associates's CEG Position: Q3 2026 in Review

Crumly & Associates increased its Constellation Energy (CEG) stake by 2.2% in Q3 2026, buying an estimated $24.6K and bringing the position to 4,239 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #73.

Crumly & Associates first reported a position in CEG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2025. 1,087 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Crumly & Associates held 4,239 shares of Constellation Energy worth $1.08M as of Q3 2026.
Crumly & Associates bought 92 Constellation Energy shares in Q3 2026, an estimated $24.6K.
Constellation Energy made up 0.19% of Crumly & Associates's portfolio in Q3 2026, its #73 holding.
Crumly & Associates first reported a position in Constellation Energy in Q1 2025 and has held it in 7 quarters since.
Crumly & Associates's Constellation Energy position peaked at $1.29M in Q4 2025.
1,087 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.