Principia Wealth Advisory
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Principia Wealth Advisory’s Constellation Energy CEG Stock Holding History

Principia Wealth Advisory’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 		$7.11K Buy
28
+5
+22% +$1.34K ﹤0.01% 301
2026
Q2 		$5.71K Buy
23
+1
+5% +$282 ﹤0.01% 337
2026
Q1 		$6.14K Hold
22
– – ﹤0.01% 266
2025
Q4 		$7.77K Buy
22
+4
+22% +$1.45K ﹤0.01% 224
2025
Q3 		$5.92K Buy
18
+2
+13% +$645 ﹤0.01% 250
2025
Q2 		$5.16K Buy
16
+3
+23% +$794 ﹤0.01% 235
2025
Q1 		$2.8K Buy
13
+5
+63% +$1.34K ﹤0.01% 245
2024
Q4 		$1.79K Buy
+8
New +$2K ﹤0.01% 259

Other funds holding CEG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Principia Wealth Advisory's CEG Position: Q3 2026 in Review

Principia Wealth Advisory increased its Constellation Energy (CEG) stake by 22% in Q3 2026, buying an estimated $1.34K and bringing the position to 28 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Principia Wealth Advisory first reported a position in CEG in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.77K in Q4 2025. 1,645 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Principia Wealth Advisory held 28 shares of Constellation Energy worth $7.11K as of Q3 2026.
  • Principia Wealth Advisory bought 5 Constellation Energy shares in Q3 2026, an estimated $1.34K.
  • Constellation Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #301 holding.
  • Principia Wealth Advisory first reported a position in Constellation Energy in Q4 2024 and has held it in 8 quarters since.
  • Principia Wealth Advisory's Constellation Energy position peaked at $7.77K in Q4 2025.
  • 1,645 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.