Premier Path Wealth Partners
CEG icon

Premier Path Wealth Partners’s Constellation Energy CEG Stock Holding History

Premier Path Wealth 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 		$545K Sell
2,147
-58
-3% -$15.5K 0.06% 247
2026
Q2 		$548K Buy
2,205
+69
+3% +$19.4K 0.06% 256
2026
Q1 		$596K Sell
2,136
-213
-9% -$64.7K 0.08% 232
2025
Q4 		$830K Sell
2,349
-17
-0.7% -$6.18K 0.11% 180
2025
Q3 		$778K Buy
2,366
+34
+1% +$11K 0.1% 204
2025
Q2 		$753K Buy
2,332
+263
+13% +$69.6K 0.1% 201
2025
Q1 		$417K Buy
2,069
+362
+21% +$97K 0.06% 254
2024
Q4 		$382K Buy
1,707
+19
+1% +$4.74K 0.06% 264
2024
Q3 		$439K Sell
1,688
-42
-2% -$8.34K 0.07% 246
2024
Q2 		$346K Buy
1,730
+27
+2% +$5.51K 0.06% 271
2024
Q1 		$315K Buy
+1,703
New +$242K 0.06% 268

Other funds holding CEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Premier Path Wealth Partners's CEG Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Constellation Energy (CEG) stake by 2.6% in Q3 2026, selling an estimated $15.5K and leaving 2,147 shares worth $545K. The position accounts for 0.06% of the portfolio, ranked #247.

Premier Path Wealth Partners first reported a position in CEG in Q1 2024 and has held it in 11 quarters since. The position peaked at $830K in Q4 2025. 1,164 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Premier Path Wealth Partners held 2,147 shares of Constellation Energy worth $545K as of Q3 2026.
  • Premier Path Wealth Partners sold 58 Constellation Energy shares in Q3 2026, an estimated $15.5K.
  • Constellation Energy made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #247 holding.
  • Premier Path Wealth Partners first reported a position in Constellation Energy in Q1 2024 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Constellation Energy position peaked at $830K in Q4 2025.
  • 1,164 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.