Retirement Wealth Solutions
CEG icon

Retirement Wealth Solutions’s Constellation Energy CEG Stock Holding History

Retirement Wealth Solutions’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 		$6.6K Buy
26
+17
+189% +$4.54K ﹤0.01% 330
2026
Q2 		$2.24K Sell
9
-18
-67% -$5.07K ﹤0.01% 503
2026
Q1 		$7.54K Sell
27
-11
-29% -$3.34K ﹤0.01% 247
2025
Q4 		$13.4K Buy
38
+9
+31% +$3.27K 0.01% 193
2025
Q3 		$9.5K Buy
+29
New +$9.36K 0.01% 231

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 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

Retirement Wealth Solutions's CEG Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Constellation Energy (CEG) stake by 189% in Q3 2026, buying an estimated $4.54K and bringing the position to 26 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Retirement Wealth Solutions first reported a position in CEG in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.4K in Q4 2025. 512 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Retirement Wealth Solutions held 26 shares of Constellation Energy worth $6.6K as of Q3 2026.
  • Retirement Wealth Solutions bought 17 Constellation Energy shares in Q3 2026, an estimated $4.54K.
  • Constellation Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #330 holding.
  • Retirement Wealth Solutions first reported a position in Constellation Energy in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Constellation Energy position peaked at $13.4K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.