FAG
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Fortitude Advisory Group’s Constellation Energy CEG Stock Holding History

Fortitude Advisory Group’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 		$489K Sell
1,926
-2,432
-56% -$650K 0.19% 120
2026
Q2 		$1.08M Sell
4,358
-1,352
-24% -$381K 0.41% 51
2026
Q1 		$1.59M Buy
+5,710
New +$1.74M 0.72% 24

Other funds holding CEG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fortitude Advisory Group's CEG Position: Q3 2026 in Review

Fortitude Advisory Group reduced its Constellation Energy (CEG) stake by 56% in Q3 2026, selling an estimated $650K and leaving 1,926 shares worth $489K. The position accounts for 0.19% of the portfolio, ranked #120.

Fortitude Advisory Group first reported a position in CEG in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.59M in Q1 2026. 1,645 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Fortitude Advisory Group held 1,926 shares of Constellation Energy worth $489K as of Q3 2026.
  • Fortitude Advisory Group sold 2,432 Constellation Energy shares in Q3 2026, an estimated $650K.
  • Constellation Energy made up 0.19% of Fortitude Advisory Group's portfolio in Q3 2026, its #120 holding.
  • Fortitude Advisory Group first reported a position in Constellation Energy in Q1 2026 and has held it in 3 quarters since.
  • Fortitude Advisory Group's Constellation Energy position peaked at $1.59M in Q1 2026.
  • 1,645 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.