Peterson Wealth Services
CEG icon

Peterson Wealth Services’s Constellation Energy CEG Stock Holding History

Peterson Wealth Services’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 		$238K Buy
935
+64
+7% +$17.1K 0.05% 129
2026
Q2 		$216K Buy
871
+4
+0.5% +$1.13K 0.05% 126
2026
Q1 		$242K Buy
+867
New +$263K 0.06% 120

Other funds holding CEG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Peterson Wealth Services's CEG Position: Q3 2026 in Review

Peterson Wealth Services increased its Constellation Energy (CEG) stake by 7.3% in Q3 2026, buying an estimated $17.1K and bringing the position to 935 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #129.

Peterson Wealth Services first reported a position in CEG in Q1 2026 and has held it in 3 quarters since. The position peaked at $242K in Q1 2026. 1,436 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Peterson Wealth Services held 935 shares of Constellation Energy worth $238K as of Q3 2026.
  • Peterson Wealth Services bought 64 Constellation Energy shares in Q3 2026, an estimated $17.1K.
  • Constellation Energy made up 0.05% of Peterson Wealth Services's portfolio in Q3 2026, its #129 holding.
  • Peterson Wealth Services first reported a position in Constellation Energy in Q1 2026 and has held it in 3 quarters since.
  • Peterson Wealth Services's Constellation Energy position peaked at $242K in Q1 2026.
  • 1,436 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.