Elevated Capital Advisors
CEG icon

Elevated Capital Advisors’s Constellation Energy CEG Stock Holding History

Elevated Capital Advisors’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 		$11.4K Hold
45
– – ﹤0.01% 452
2026
Q2 		$11.2K Hold
45
– – ﹤0.01% 481
2026
Q1 		$12.6K Hold
45
– – ﹤0.01% 444
2025
Q4 		$15.9K Buy
+45
New +$16.4K ﹤0.01% 413

Other funds holding CEG

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Elevated Capital Advisors's CEG Position: Q3 2026 in Review

Elevated Capital Advisors held its Constellation Energy (CEG) position steady in Q3 2026 at 45 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Elevated Capital Advisors first reported a position in CEG in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.9K in Q4 2025. 948 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Elevated Capital Advisors held 45 shares of Constellation Energy worth $11.4K as of Q3 2026.
  • Elevated Capital Advisors left its Constellation Energy share count unchanged in Q3 2026.
  • Constellation Energy made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #452 holding.
  • Elevated Capital Advisors first reported a position in Constellation Energy in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Constellation Energy position peaked at $15.9K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.