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MJT & Associates Financial Advisory’s Constellation Energy CEG Stock Holding History

MJT & Associates Financial Advisory’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 		$71.4K Hold
281
– – 0.05% 62
2026
Q2 		$69.8K Hold
281
– – 0.05% 73
2026
Q1 		$78.5K Hold
281
– – 0.06% 67
2025
Q4 		$99.3K Hold
281
– – 0.07% 65
2025
Q3 		$92.5K Hold
281
– – 0.08% 61
2025
Q2 		$90.7K Hold
281
– – 0.11% 74
2025
Q1 		$56.7K Buy
+281
New +$75.3K 0.05% 100

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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

MJT & Associates Financial Advisory's CEG Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Constellation Energy (CEG) position steady in Q3 2026 at 281 shares worth $71.4K. The position accounts for 0.05% of the portfolio, ranked #62.

MJT & Associates Financial Advisory first reported a position in CEG in Q1 2025 and has held it in 7 quarters since. The position peaked at $99.3K in Q4 2025. 63 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • MJT & Associates Financial Advisory held 281 shares of Constellation Energy worth $71.4K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Constellation Energy share count unchanged in Q3 2026.
  • Constellation Energy made up 0.05% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #62 holding.
  • MJT & Associates Financial Advisory first reported a position in Constellation Energy in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Constellation Energy position peaked at $99.3K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.