FORM Wealth Advisors
CEG icon

FORM Wealth Advisors’s Constellation Energy CEG Stock Holding History

FORM Wealth 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 		$398K Hold
1,567
– – 0.04% 41
2026
Q2 		$389K Hold
1,567
– – 0.04% 42
2026
Q1 		$438K Hold
1,567
– – 0.05% 39
2025
Q4 		$554K Buy
+1,567
New +$569K 0.06% 35
2025
Q2 		$509K Hold
1,576
– – 0.06% 34
2025
Q1 		$318K Buy
+1,576
New +$422K 0.04% 44

Other funds holding CEG

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

FORM Wealth Advisors's CEG Position: Q3 2026 in Review

FORM Wealth Advisors held its Constellation Energy (CEG) position steady in Q3 2026 at 1,567 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #41.

FORM Wealth Advisors first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $554K in Q4 2025. 512 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • FORM Wealth Advisors held 1,567 shares of Constellation Energy worth $398K as of Q3 2026.
  • FORM Wealth Advisors left its Constellation Energy share count unchanged in Q3 2026.
  • Constellation Energy made up 0.04% of FORM Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • FORM Wealth Advisors first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's Constellation Energy position peaked at $554K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.