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MFA Wealth Advisors’s Constellation Energy CEG Stock Holding History

MFA Wealth 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 		$6.19M Buy
24,367
+547
+2% +$146K 1.05% 27
2026
Q2 		$5.92M Buy
23,820
+4,087
+21% +$1.15M 1.01% 27
2026
Q1 		$5.51M Buy
19,733
+160
+0.8% +$48.6K 1.08% 24
2025
Q4 		$6.91M Buy
19,573
+140
+0.7% +$50.9K 1.46% 20
2025
Q3 		$6.39M Sell
19,433
-543
-3% -$175K 1.4% 21
2025
Q2 		$6.45M Buy
19,976
+1,799
+10% +$476K 1.51% 20
2025
Q1 		$3.67M Buy
18,177
+17,067
+1,538% +$4.57M 0.91% 27
2024
Q4 		$248K Buy
1,110
+138
+14% +$34.4K 0.06% 68
2024
Q3 		$253K Hold
972
– – 0.06% 84
2024
Q2 		$195K Buy
+972
New +$198K 0.04% 98

Other funds holding CEG

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

MFA Wealth Advisors's CEG Position: Q3 2026 in Review

MFA Wealth Advisors increased its Constellation Energy (CEG) stake by 2.3% in Q3 2026, buying an estimated $146K and bringing the position to 24,367 shares worth $6.19M. The position accounts for 1.05% of the portfolio, ranked #27.

MFA Wealth Advisors first reported a position in CEG in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.91M in Q4 2025. 178 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • MFA Wealth Advisors held 24,367 shares of Constellation Energy worth $6.19M as of Q3 2026.
  • MFA Wealth Advisors bought 547 Constellation Energy shares in Q3 2026, an estimated $146K.
  • Constellation Energy made up 1.05% of MFA Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • MFA Wealth Advisors first reported a position in Constellation Energy in Q2 2024 and has held it in 10 quarters since.
  • MFA Wealth Advisors's Constellation Energy position peaked at $6.91M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.