Next Level Wealth Planning’s Constellation Energy CEG Stock Holding History

Next Level Wealth Planning’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	$67.6K	Buy	+266	New	+$71.1K	0.03%	147

Other funds holding CEG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's CEG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Constellation Energy (CEG) in Q3 2026: 266 shares worth $67.6K. The stake represents 0.03% of the portfolio and ranks #147 among its holdings.

1,078 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

Next Level Wealth Planning held 266 shares of Constellation Energy worth $67.6K as of Q3 2026.
Constellation Energy was a new Next Level Wealth Planning position in Q3 2026.
Constellation Energy made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #147 holding.
1,078 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.