Forvis Mazars Wealth Advisors’s Constellation Energy CEG Stock Holding History

Forvis Mazars 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	$233K	Buy	919 +74	+9%	+$19.8K	﹤0.01%	411
2026 Q2	$210K	Sell	845 -38	-4%	-$10.7K	﹤0.01%	423
2026 Q1	$247K	Hold	883	–	–	﹤0.01%	377
2025 Q4	$312K	Sell	883 -5	-0.6%	-$1.82K	0.01%	348
2025 Q3	$292K	Buy	888 +89	+11%	+$28.7K	0.01%	353
2025 Q2	$258K	Buy	+799	New	+$211K	0.01%	366
2024 Q4	–	Sell	-788	Closed	-$205K	–	422
2024 Q3	$205K	Buy	+788	New	+$157K	﹤0.01%	422

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

Forvis Mazars Wealth Advisors's CEG Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Constellation Energy (CEG) stake by 8.8% in Q3 2026, buying an estimated $19.8K and bringing the position to 919 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Forvis Mazars Wealth Advisors first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $312K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Forvis Mazars Wealth Advisors held 919 shares of Constellation Energy worth $233K as of Q3 2026.
Forvis Mazars Wealth Advisors bought 74 Constellation Energy shares in Q3 2026, an estimated $19.8K.
Constellation Energy made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #411 holding.
Forvis Mazars Wealth Advisors first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
Forvis Mazars Wealth Advisors's Constellation Energy position peaked at $312K in Q4 2025.
1,248 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

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