High Point Wealth Management
CEG icon

High Point Wealth Management’s Constellation Energy CEG Stock Holding History

High Point Wealth Management’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 		$358K Buy
1,410
+35
+3% +$9.36K 0.28% 73
2026
Q2 		$341K Buy
1,375
+1
+0.1% +$282 0.28% 75
2026
Q1 		$384K Hold
1,374
– – 0.37% 64
2025
Q4 		$485K Buy
+1,374
New +$499K 0.46% 54

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

High Point Wealth Management's CEG Position: Q3 2026 in Review

High Point Wealth Management increased its Constellation Energy (CEG) stake by 2.5% in Q3 2026, buying an estimated $9.36K and bringing the position to 1,410 shares worth $358K. The position accounts for 0.28% of the portfolio, ranked #73.

High Point Wealth Management first reported a position in CEG in Q4 2025 and has held it in 4 quarters since. The position peaked at $485K in Q4 2025. 1,645 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • High Point Wealth Management held 1,410 shares of Constellation Energy worth $358K as of Q3 2026.
  • High Point Wealth Management bought 35 Constellation Energy shares in Q3 2026, an estimated $9.36K.
  • Constellation Energy made up 0.28% of High Point Wealth Management's portfolio in Q3 2026, its #73 holding.
  • High Point Wealth Management first reported a position in Constellation Energy in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Constellation Energy position peaked at $485K in Q4 2025.
  • 1,645 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.