Donoghue Forlines’s Constellation Energy CEG Stock Holding History

Donoghue Forlines’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	$4.68M	Buy	18,409 +11,271	+158%	+$3.01M	1.18%	14
2026 Q2	$1.77M	Buy	7,138 +1,604	+29%	+$452K	0.46%	79
2026 Q1	$1.55M	Buy	5,534 +1,428	+35%	+$434K	0.43%	100
2025 Q4	$1.45M	Sell	4,106 -541	-12%	-$197K	0.45%	95
2025 Q3	$1.53M	Sell	4,647 -392	-8%	-$127K	0.47%	74
2025 Q2	$1.63M	Buy	+5,039	New	+$1.33M	0.46%	59
2025 Q1	–	Sell	-6,614	Closed	-$1.48M	–	110
2024 Q4	$1.48M	Buy	+6,614	New	+$1.65M	0.49%	81
2023 Q2	–	Sell	-15,803	Closed	-$1.24M	–	245
2023 Q1	$1.24M	Buy	+15,803	New	+$1.28M	0.45%	58

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Donoghue Forlines's CEG Position: Q3 2026 in Review

Donoghue Forlines increased its Constellation Energy (CEG) stake by 158% in Q3 2026, buying an estimated $3.01M and bringing the position to 18,409 shares worth $4.68M. The position accounts for 1.18% of the portfolio, ranked #14.

Donoghue Forlines first reported a position in CEG in Q1 2023 and has held it in 8 quarters since. 1,078 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Donoghue Forlines held 18,409 shares of Constellation Energy worth $4.68M as of Q3 2026.
Donoghue Forlines bought 11,271 Constellation Energy shares in Q3 2026, an estimated $3.01M.
Constellation Energy made up 1.18% of Donoghue Forlines's portfolio in Q3 2026, its #14 holding.
Donoghue Forlines first reported a position in Constellation Energy in Q1 2023 and has held it in 8 quarters since.
1,078 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.