Latitude Advisors’s Constellation Energy CEG Stock Holding History

Latitude 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	$360K	Buy	1,418 +99	+8%	+$26.5K	0.11%	173
2026 Q2	$328K	Sell	1,319 -52	-4%	-$14.6K	0.13%	175
2026 Q1	$383K	Sell	1,371 -121	-8%	-$36.8K	0.18%	137
2025 Q4	$527K	Sell	1,492 -1	-0.1%	-$363	0.23%	99
2025 Q3	$491K	Buy	1,493 +7	+0.5%	+$2.26K	0.22%	97
2025 Q2	$480K	Sell	1,486 -2	-0.1%	-$529	0.24%	97
2025 Q1	$300K	Buy	1,488 +197	+15%	+$52.8K	0.17%	136
2024 Q4	$289K	Buy	1,291 +248	+24%	+$61.8K	0.16%	137
2024 Q3	$271K	Buy	1,043 +1	+0.1%	+$199	0.15%	144
2024 Q2	$209K	Buy	+1,042	New	+$213K	0.13%	170

Other funds holding CEG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Latitude Advisors's CEG Position: Q3 2026 in Review

Latitude Advisors increased its Constellation Energy (CEG) stake by 7.5% in Q3 2026, buying an estimated $26.5K and bringing the position to 1,418 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #173.

Latitude Advisors first reported a position in CEG in Q2 2024 and has held it in 10 quarters since. The position peaked at $527K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Latitude Advisors held 1,418 shares of Constellation Energy worth $360K as of Q3 2026.
Latitude Advisors bought 99 Constellation Energy shares in Q3 2026, an estimated $26.5K.
Constellation Energy made up 0.11% of Latitude Advisors's portfolio in Q3 2026, its #173 holding.
Latitude Advisors first reported a position in Constellation Energy in Q2 2024 and has held it in 10 quarters since.
Latitude Advisors's Constellation Energy position peaked at $527K in Q4 2025.
1,078 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.