Nicolet Advisory Services’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$686K Buy
2,044
+178
+10% +$64.7K 0.05% 190
2025
Q3
$668K Buy
1,866
+42
+2% +$13.6K 0.05% 189
2025
Q2
$622K Buy
1,824
+272
+18% +$72K 0.05% 184
2025
Q1
$317K Buy
1,552
+623
+67% +$167K 0.03% 269
2024
Q4
$284K Buy
929
+30
+3% +$7.48K 0.03% 308
2024
Q3
$249K Sell
899
-41
-4% -$8.15K 0.02% 321
2024
Q2
$206K Buy
+940
New +$192K 0.02% 344

Other funds holding CEG

Nicolet Advisory Services's CEG Position: Q4 2025 in Review

Nicolet Advisory Services increased its Constellation Energy (CEG) stake by 9.5% in Q4 2025, buying an estimated $64.7K and bringing the position to 2,044 shares worth $686K. The position accounts for 0.05% of the portfolio, ranked #190.

Nicolet Advisory Services first reported a position in CEG in Q2 2024 and has held it in 7 quarters since. 2,002 funds tracked by Wall St. Rank hold CEG as of Q4 2025.

  • Nicolet Advisory Services held 2,044 shares of Constellation Energy worth $686K as of Q4 2025.
  • Nicolet Advisory Services bought 178 Constellation Energy shares in Q4 2025, an estimated $64.7K.
  • Constellation Energy made up 0.05% of Nicolet Advisory Services's portfolio in Q4 2025, its #190 holding.
  • Nicolet Advisory Services first reported a position in Constellation Energy in Q2 2024 and has held it in 7 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Constellation Energy as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.