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MFA Wealth Services’s Constellation Energy CEG Stock Holding History

MFA Wealth Services’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 Sell
1,408
-28
-2% -$7.48K 0.21% 106
2026
Q2 		$357K Buy
1,436
+424
+42% +$119K 0.21% 104
2026
Q1 		$282K Buy
1,012
+163
+19% +$49.5K 0.19% 108
2025
Q4 		$300K Sell
849
-58
-6% -$21.1K 0.2% 99
2025
Q3 		$299K Buy
907
+43
+5% +$13.9K 0.21% 94
2025
Q2 		$279K Buy
+864
New +$229K 0.21% 94

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
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Eastern Bank
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
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

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

MFA Wealth Services reduced its Constellation Energy (CEG) stake by 1.9% in Q3 2026, selling an estimated $7.48K and leaving 1,408 shares worth $358K. The position accounts for 0.21% of the portfolio, ranked #106.

MFA Wealth Services first reported a position in CEG in Q2 2025 and has held it in 6 quarters since. 405 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • MFA Wealth Services held 1,408 shares of Constellation Energy worth $358K as of Q3 2026.
  • MFA Wealth Services sold 28 Constellation Energy shares in Q3 2026, an estimated $7.48K.
  • Constellation Energy made up 0.21% of MFA Wealth Services's portfolio in Q3 2026, its #106 holding.
  • MFA Wealth Services first reported a position in Constellation Energy in Q2 2025 and has held it in 6 quarters since.
  • 405 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.