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Elevation Wealth Partners’s Constellation Energy CEG Stock Holding History

Elevation 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 		$11.9K Buy
47
+21
+81% +$5.61K ﹤0.01% 833
2026
Q2 		$6.46K Buy
+26
New +$7.32K ﹤0.01% 949
2026
Q1 		– Sell
-36
Closed -$12.7K – 1086
2025
Q4 		$12.7K Buy
36
+14
+64% +$5.09K ﹤0.01% 449
2025
Q3 		$7.24K Buy
+22
New +$7.1K ﹤0.01% 427

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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

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

Elevation Wealth Partners increased its Constellation Energy (CEG) stake by 81% in Q3 2026, buying an estimated $5.61K and bringing the position to 47 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Elevation Wealth Partners first reported a position in CEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.7K in Q4 2025. 55 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Elevation Wealth Partners held 47 shares of Constellation Energy worth $11.9K as of Q3 2026.
  • Elevation Wealth Partners bought 21 Constellation Energy shares in Q3 2026, an estimated $5.61K.
  • Constellation Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #833 holding.
  • Elevation Wealth Partners first reported a position in Constellation Energy in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Constellation Energy position peaked at $12.7K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.