Cyndeo Wealth Partners’s Constellation Energy CEG Stock Holding History

Cyndeo Wealth Partners’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	$385K	Sell	1,517 -127	-8%	-$33.9K	0.02%	396
2026 Q2	$408K	Sell	1,644 -546	-25%	-$154K	0.02%	379
2026 Q1	$612K	Sell	2,190 -30	-1%	-$9.12K	0.03%	295
2025 Q4	$784K	Buy	2,220 +133	+6%	+$48.3K	0.04%	267
2025 Q3	$687K	Buy	2,087 +747	+56%	+$241K	0.04%	278
2025 Q2	$432K	Buy	+1,340	New	+$355K	0.03%	324
2025 Q1	–	Sell	-2,013	Closed	-$450K	–	454
2024 Q4	$450K	Buy	+2,013	New	+$502K	0.03%	310
2024 Q3	–	Sell	-2,662	Closed	-$533K	–	450
2024 Q2	$533K	Buy	2,662 +1,231	+86%	+$251K	0.04%	273
2024 Q1	$265K	Buy	+1,431	New	+$203K	0.02%	335

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

Cyndeo Wealth Partners's CEG Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Constellation Energy (CEG) stake by 7.7% in Q3 2026, selling an estimated $33.9K and leaving 1,517 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #396.

Cyndeo Wealth Partners first reported a position in CEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $784K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Cyndeo Wealth Partners held 1,517 shares of Constellation Energy worth $385K as of Q3 2026.
Cyndeo Wealth Partners sold 127 Constellation Energy shares in Q3 2026, an estimated $33.9K.
Constellation Energy made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #396 holding.
Cyndeo Wealth Partners first reported a position in Constellation Energy in Q1 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Constellation Energy position peaked at $784K in Q4 2025.
1,152 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.