PUREfi Wealth
CEG icon

PUREfi Wealth’s Constellation Energy CEG Stock Holding History

PUREfi Wealth’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 		$292K Buy
1,149
+59
+5% +$15.8K 0.14% 183
2026
Q2 		$271K Buy
1,090
+56
+5% +$15.8K 0.15% 166
2026
Q1 		$289K Buy
1,034
+412
+66% +$125K 0.19% 143
2025
Q4 		$220K Buy
+622
New +$226K 0.17% 148

Other funds holding CEG

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PUREfi Wealth's CEG Position: Q3 2026 in Review

PUREfi Wealth increased its Constellation Energy (CEG) stake by 5.4% in Q3 2026, buying an estimated $15.8K and bringing the position to 1,149 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #183.

PUREfi Wealth first reported a position in CEG in Q4 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • PUREfi Wealth held 1,149 shares of Constellation Energy worth $292K as of Q3 2026.
  • PUREfi Wealth bought 59 Constellation Energy shares in Q3 2026, an estimated $15.8K.
  • Constellation Energy made up 0.14% of PUREfi Wealth's portfolio in Q3 2026, its #183 holding.
  • PUREfi Wealth first reported a position in Constellation Energy in Q4 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.