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Polaris Financial Partners’s Constellation Energy CEG Stock Holding History

Polaris Financial Partners’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 		$111K Buy
+440
New +$118K 0.05% 120

Other funds holding CEG

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's CEG Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Constellation Energy (CEG) in Q3 2026: 440 shares worth $111K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings.

12 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Polaris Financial Partners held 440 shares of Constellation Energy worth $111K as of Q3 2026.
  • Constellation Energy was a new Polaris Financial Partners position in Q3 2026.
  • Constellation Energy made up 0.05% of Polaris Financial Partners's portfolio in Q3 2026, its #120 holding.
  • 12 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.