ORBA Wealth Advisors
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ORBA Wealth Advisors’s Constellation Energy CEG Stock Holding History

ORBA Wealth Advisors’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 		$502K Buy
1,975
+1
+0.1% +$267 0.43% 54
2026
Q2 		$490K Buy
+1,974
New +$556K 0.42% 51
2026
Q1 		– Sell
-1,971
Closed -$696K – 67
2025
Q4 		$696K Buy
+1,971
New +$716K 0.6% 42

Other funds holding CEG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

ORBA Wealth Advisors's CEG Position: Q3 2026 in Review

ORBA Wealth Advisors increased its Constellation Energy (CEG) stake by 0.05% in Q3 2026, buying an estimated $267 and bringing the position to 1,975 shares worth $502K. The position accounts for 0.43% of the portfolio, ranked #54.

ORBA Wealth Advisors first reported a position in CEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $696K in Q4 2025. 833 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • ORBA Wealth Advisors held 1,975 shares of Constellation Energy worth $502K as of Q3 2026.
  • ORBA Wealth Advisors bought 1 Constellation Energy share in Q3 2026, an estimated $267.
  • Constellation Energy made up 0.43% of ORBA Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • ORBA Wealth Advisors first reported a position in Constellation Energy in Q4 2025 and has held it in 3 quarters since.
  • ORBA Wealth Advisors's Constellation Energy position peaked at $696K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.