Net Worth Advisory Group
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Net Worth Advisory Group’s Constellation Energy CEG Stock Holding History

Net Worth Advisory Group’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 		$444K Buy
1,717
+141
+9% +$37.7K 0.11% 191
2026
Q2 		$391K Sell
1,576
-117
-7% -$33K 0.1% 213
2026
Q1 		$473K Sell
1,693
-132
-7% -$40.1K 0.1% 209
2025
Q4 		$645K Sell
1,825
-273
-13% -$99.2K 0.13% 170
2025
Q3 		$690K Sell
2,098
-2,224
-51% -$718K 0.2% 107
2025
Q2 		$1.39M Sell
4,322
-695
-14% -$184K 0.31% 69
2025
Q1 		$1.01M Buy
5,017
+2,003
+66% +$537K 0.32% 51
2024
Q4 		$674K Sell
3,014
-177
-6% -$44.1K 0.2% 108
2024
Q3 		$830K Buy
+3,191
New +$634K 0.25% 76

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

Net Worth Advisory Group's CEG Position: Q3 2026 in Review

Net Worth Advisory Group increased its Constellation Energy (CEG) stake by 8.9% in Q3 2026, buying an estimated $37.7K and bringing the position to 1,717 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #191.

Net Worth Advisory Group first reported a position in CEG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q2 2025. 401 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Net Worth Advisory Group held 1,717 shares of Constellation Energy worth $444K as of Q3 2026.
  • Net Worth Advisory Group bought 141 Constellation Energy shares in Q3 2026, an estimated $37.7K.
  • Constellation Energy made up 0.11% of Net Worth Advisory Group's portfolio in Q3 2026, its #191 holding.
  • Net Worth Advisory Group first reported a position in Constellation Energy in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's Constellation Energy position peaked at $1.39M in Q2 2025.
  • 401 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.