Financial Council’s Constellation Energy CEG Stock Holding History

Financial Council’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	$470K	Hold	1,849	–	–	0.15%	58
2026 Q2	$459K	Hold	1,849	–	–	0.15%	59
2026 Q1	$516K	Hold	1,849	–	–	0.2%	51
2025 Q4	$653K	Hold	1,849	–	–	0.26%	40
2025 Q3	$608K	Hold	1,849	–	–	0.27%	44
2025 Q2	$597K	Hold	1,849	–	–	0.29%	42
2025 Q1	$373K	Hold	1,849	–	–	0.2%	50
2024 Q4	$414K	Hold	1,849	–	–	0.21%	50
2024 Q3	$481K	Hold	1,849	–	–	0.25%	45
2024 Q2	$370K	Hold	1,849	–	–	0.21%	51
2024 Q1	$342K	Hold	1,849	–	–	0.2%	56
2023 Q4	$216K	Hold	1,849	–	–	0.15%	69
2023 Q3	$202K	Buy	+1,849	New	+$191K	0.16%	64

Other funds holding CEG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Financial Council's CEG Position: Q3 2026 in Review

Financial Council held its Constellation Energy (CEG) position steady in Q3 2026 at 1,849 shares worth $470K. The position accounts for 0.15% of the portfolio, ranked #58.

Financial Council first reported a position in CEG in Q3 2023 and has held it in 13 quarters since. The position peaked at $653K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Financial Council held 1,849 shares of Constellation Energy worth $470K as of Q3 2026.
Financial Council left its Constellation Energy share count unchanged in Q3 2026.
Constellation Energy made up 0.15% of Financial Council's portfolio in Q3 2026, its #58 holding.
Financial Council first reported a position in Constellation Energy in Q3 2023 and has held it in 13 quarters since.
Financial Council's Constellation Energy position peaked at $653K in Q4 2025.
1,248 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.