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CX Institutional’s Constellation Energy CEG Stock Holding History

CX Institutional’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 		$863K Buy
3,399
+1,204
+55% +$322K 0.02% 360
2026
Q2 		$545K Buy
2,195
+41
+2% +$11.5K 0.02% 455
2026
Q1 		$601K Buy
2,154
+23
+1% +$6.99K 0.02% 422
2025
Q4 		$753K Sell
2,131
-11
-0.5% -$4K 0.02% 328
2025
Q3 		$705K Sell
2,142
-24
-1% -$7.75K 0.02% 353
2025
Q2 		$699K Buy
2,166
+241
+13% +$63.8K 0.02% 315
2025
Q1 		$388K Sell
1,925
-184
-9% -$49.3K 0.01% 423
2024
Q4 		$472K Buy
2,109
+123
+6% +$30.7K 0.02% 351
2024
Q3 		$516K Sell
1,986
-176
-8% -$35K 0.02% 364
2024
Q2 		$433K Buy
2,162
+64
+3% +$13.1K 0.02% 385
2024
Q1 		$388K Sell
2,098
-62
-3% -$8.8K 0.02% 403
2023
Q4 		$252K Sell
2,160
-242
-10% -$28.2K 0.01% 445
2023
Q3 		$262K Sell
2,402
-30
-1% -$3.09K 0.01% 426
2023
Q2 		$223K Buy
+2,432
New +$202K 0.01% 485
2022
Q3 		– Sell
-866
Closed -$50K – 566
2022
Q2 		$50K Buy
+866
New +$52.1K ﹤0.01% 671

Other funds holding CEG

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CX Institutional's CEG Position: Q3 2026 in Review

CX Institutional increased its Constellation Energy (CEG) stake by 55% in Q3 2026, buying an estimated $322K and bringing the position to 3,399 shares worth $863K. The position accounts for 0.02% of the portfolio, ranked #360.

CX Institutional first reported a position in CEG in Q2 2022 and has held it in 15 quarters since. 80 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • CX Institutional held 3,399 shares of Constellation Energy worth $863K as of Q3 2026.
  • CX Institutional bought 1,204 Constellation Energy shares in Q3 2026, an estimated $322K.
  • Constellation Energy made up 0.02% of CX Institutional's portfolio in Q3 2026, its #360 holding.
  • CX Institutional first reported a position in Constellation Energy in Q2 2022 and has held it in 15 quarters since.
  • 80 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.