Quantum Financial Partners
CEG icon

Quantum Financial Partners’s Constellation Energy CEG Stock Holding History

Quantum 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 		$393K Buy
1,547
+505
+48% +$135K 0.2% 101
2026
Q2 		$259K Buy
+1,042
New +$293K 0.13% 124

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
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 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

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

Quantum Financial Partners increased its Constellation Energy (CEG) stake by 48% in Q3 2026, buying an estimated $135K and bringing the position to 1,547 shares worth $393K. The position accounts for 0.2% of the portfolio, ranked #101.

Quantum Financial Partners first reported a position in CEG in Q2 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Quantum Financial Partners held 1,547 shares of Constellation Energy worth $393K as of Q3 2026.
  • Quantum Financial Partners bought 505 Constellation Energy shares in Q3 2026, an estimated $135K.
  • Constellation Energy made up 0.2% of Quantum Financial Partners's portfolio in Q3 2026, its #101 holding.
  • Quantum Financial Partners first reported a position in Constellation Energy in Q2 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.