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Farther Finance Advisors’s Constellation Energy CEG Stock Holding History

Farther Finance 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 		$3.59M Buy
14,113
+1,610
+13% +$430K 0.03% 540
2026
Q2 		$3.11M Sell
12,503
-1,405
-10% -$396K 0.02% 551
2026
Q1 		$3.89M Buy
13,908
+4,032
+41% +$1.23M 0.04% 412
2025
Q4 		$3.49M Buy
9,876
+2,678
+37% +$973K 0.04% 408
2025
Q3 		$2.37M Buy
7,198
+1,243
+21% +$401K 0.04% 397
2025
Q2 		$1.92M Buy
5,955
+451
+8% +$119K 0.04% 377
2025
Q1 		$1.14M Buy
5,504
+2,270
+70% +$608K 0.03% 457
2024
Q4 		$724K Buy
3,234
+594
+23% +$148K 0.03% 472
2024
Q3 		$686K Sell
2,640
-3,750
-59% -$745K 0.03% 475
2024
Q2 		$1.31M Buy
6,390
+4,816
+306% +$982K 0.06% 233
2024
Q1 		$293K Buy
1,574
+53
+3% +$7.53K 0.02% 562
2023
Q4 		$178K Buy
1,521
+587
+63% +$68.5K 0.01% 587
2023
Q3 		$102K Buy
934
+544
+139% +$56.1K 0.02% 546
2023
Q2 		$35.7K Sell
390
-4
-1% -$332 0.01% 780
2023
Q1 		$30.9K Buy
394
+12
+3% +$971 0.01% 759
2022
Q4 		$32.9K Buy
+382
New +$34.4K 0.01% 587

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
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
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Farther Finance Advisors's CEG Position: Q3 2026 in Review

Farther Finance Advisors increased its Constellation Energy (CEG) stake by 13% in Q3 2026, buying an estimated $430K and bringing the position to 14,113 shares worth $3.59M. The position accounts for 0.03% of the portfolio, ranked #540.

Farther Finance Advisors first reported a position in CEG in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.89M in Q1 2026. 55 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Farther Finance Advisors held 14,113 shares of Constellation Energy worth $3.59M as of Q3 2026.
  • Farther Finance Advisors bought 1,610 Constellation Energy shares in Q3 2026, an estimated $430K.
  • Constellation Energy made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #540 holding.
  • Farther Finance Advisors first reported a position in Constellation Energy in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Constellation Energy position peaked at $3.89M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.