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Insight Wealth Strategies’s Constellation Energy CEG Stock Holding History

Insight Wealth Strategies’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 		$6.34M Buy
24,974
+309
+1% +$82.6K 0.63% 55
2026
Q2 		$5.83M Buy
24,665
+5,032
+26% +$1.42M 0.57% 62
2026
Q1 		$5.48M Buy
19,633
+3,909
+25% +$1.19M 0.61% 52
2025
Q4 		$5.55M Buy
15,724
+504
+3% +$183K 0.64% 41
2025
Q3 		$5.01M Buy
+15,220
New +$4.91M 0.59% 51

Other funds holding CEG

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Insight Wealth Strategies's CEG Position: Q3 2026 in Review

Insight Wealth Strategies increased its Constellation Energy (CEG) stake by 1.3% in Q3 2026, buying an estimated $82.6K and bringing the position to 24,974 shares worth $6.34M. The position accounts for 0.63% of the portfolio, ranked #55.

Insight Wealth Strategies first reported a position in CEG in Q3 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Insight Wealth Strategies held 24,974 shares of Constellation Energy worth $6.34M as of Q3 2026.
  • Insight Wealth Strategies bought 309 Constellation Energy shares in Q3 2026, an estimated $82.6K.
  • Constellation Energy made up 0.63% of Insight Wealth Strategies's portfolio in Q3 2026, its #55 holding.
  • Insight Wealth Strategies first reported a position in Constellation Energy in Q3 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.