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Noble Wealth Management PBC’s Constellation Energy CEG Stock Holding History

Noble Wealth Management PBC’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 		$96.6K Sell
380
-3
-0.8% -$802 0.04% 216
2026
Q2 		$95.2K Sell
383
-67
-15% -$18.9K 0.04% 218
2026
Q1 		$126K Sell
450
-25
-5% -$7.6K 0.06% 181
2025
Q4 		$168K Buy
475
+5
+1% +$1.82K 0.08% 157
2025
Q3 		$155K Buy
+470
New +$152K 0.08% 156
2025
Q1 		$173K Buy
+860
New +$231K 0.12% 130

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
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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

Noble Wealth Management PBC's CEG Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Constellation Energy (CEG) stake by 0.78% in Q3 2026, selling an estimated $802 and leaving 380 shares worth $96.6K. The position accounts for 0.04% of the portfolio, ranked #216.

Noble Wealth Management PBC first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $173K in Q1 2025. 80 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Noble Wealth Management PBC held 380 shares of Constellation Energy worth $96.6K as of Q3 2026.
  • Noble Wealth Management PBC sold 3 Constellation Energy shares in Q3 2026, an estimated $802.
  • Constellation Energy made up 0.04% of Noble Wealth Management PBC's portfolio in Q3 2026, its #216 holding.
  • Noble Wealth Management PBC first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Constellation Energy position peaked at $173K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.