Marion Wealth Management
CEG icon

Marion Wealth Management’s Constellation Energy CEG Stock Holding History

Marion 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 		$699K Buy
2,750
+132
+5% +$35.3K 0.14% 90
2026
Q2 		$650K Buy
2,618
+164
+7% +$46.2K 0.13% 94
2026
Q1 		$685K Buy
2,454
+207
+9% +$62.9K 0.15% 87
2025
Q4 		$650K Buy
2,247
+14
+0.6% +$5.09K 0.14% 87
2025
Q3 		$735K Buy
2,233
+48
+2% +$15.5K 0.17% 82
2025
Q2 		$705K Buy
2,185
+483
+28% +$128K 0.18% 83
2025
Q1 		$343K Buy
1,702
+106
+7% +$28.4K 0.09% 98
2024
Q4 		$357K Sell
1,596
-7
-0.4% -$1.74K 0.09% 102
2024
Q3 		$417K Buy
1,603
+197
+14% +$39.1K 0.11% 97
2024
Q2 		$282K Sell
1,406
-210
-13% -$42.8K 0.08% 110
2024
Q1 		$299K Buy
+1,616
New +$229K 0.09% 104

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

Marion Wealth Management's CEG Position: Q3 2026 in Review

Marion Wealth Management increased its Constellation Energy (CEG) stake by 5% in Q3 2026, buying an estimated $35.3K and bringing the position to 2,750 shares worth $699K. The position accounts for 0.14% of the portfolio, ranked #90.

Marion Wealth Management first reported a position in CEG in Q1 2024 and has held it in 11 quarters since. The position peaked at $735K in Q3 2025. 675 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Marion Wealth Management held 2,750 shares of Constellation Energy worth $699K as of Q3 2026.
  • Marion Wealth Management bought 132 Constellation Energy shares in Q3 2026, an estimated $35.3K.
  • Constellation Energy made up 0.14% of Marion Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Marion Wealth Management first reported a position in Constellation Energy in Q1 2024 and has held it in 11 quarters since.
  • Marion Wealth Management's Constellation Energy position peaked at $735K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.