TrueNorth Wealth & Impact, LLC’s Constellation Energy CEG Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$509K	Buy	+2,007	New	+$536K	0.19%	80

Other funds holding CEG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's CEG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Constellation Energy (CEG) in Q3 2026: 2,007 shares worth $509K. The stake represents 0.19% of the portfolio and ranks #80 among its holdings.

1,645 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 2,007 shares of Constellation Energy worth $509K as of Q3 2026.
Constellation Energy was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Constellation Energy made up 0.19% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #80 holding.
1,645 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.