High Net Worth Advisory Group
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High Net Worth Advisory Group’s Constellation Energy CEG Stock Holding History

High Net Worth 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 		$263K Sell
1,036
-50
-5% -$13.4K 0.06% 222
2026
Q2 		$270K Hold
1,086
– – 0.06% 214
2026
Q1 		$303K Sell
1,086
-1,935
-64% -$588K 0.07% 193
2025
Q4 		$1.07M Sell
3,021
-35
-1% -$12.7K 0.25% 92
2025
Q3 		$1.01M Buy
3,056
+350
+13% +$113K 0.24% 93
2025
Q2 		$873K Buy
2,706
+1,600
+145% +$423K 0.23% 91
2025
Q1 		$223K Buy
1,106
+70
+7% +$18.8K 0.06% 201
2024
Q4 		$232K Sell
1,036
-466
-31% -$116K 0.06% 199
2024
Q3 		$391K Sell
1,502
-140
-9% -$27.8K 0.11% 148
2024
Q2 		$329K Hold
1,642
– – 0.1% 147
2024
Q1 		$304K Buy
+1,642
New +$233K 0.1% 163
2023
Q1 		– Sell
-1,793
Closed -$155K – 254
2022
Q4 		$155K Sell
1,793
-200
-10% -$18K 0.06% 206
2022
Q3 		$166K Hold
1,993
– – 0.07% 199
2022
Q2 		$114K Hold
1,993
– – 0.05% 227
2022
Q1 		$112K Buy
+1,993
New +$97.2K 0.04% 234

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

High Net Worth Advisory Group's CEG Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its Constellation Energy (CEG) stake by 4.6% in Q3 2026, selling an estimated $13.4K and leaving 1,036 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #222.

High Net Worth Advisory Group first reported a position in CEG in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2025. 675 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • High Net Worth Advisory Group held 1,036 shares of Constellation Energy worth $263K as of Q3 2026.
  • High Net Worth Advisory Group sold 50 Constellation Energy shares in Q3 2026, an estimated $13.4K.
  • Constellation Energy made up 0.06% of High Net Worth Advisory Group's portfolio in Q3 2026, its #222 holding.
  • High Net Worth Advisory Group first reported a position in Constellation Energy in Q1 2022 and has held it in 15 quarters since.
  • High Net Worth Advisory Group's Constellation Energy position peaked at $1.07M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.