River Wealth Advisors’s Constellation Energy CEG Stock Holding History

River Wealth Advisors’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	$4.69M	Buy	18,458 +1,010	+6%	+$270K	0.5%	46
2026 Q2	$4.33M	Sell	17,448 -463	-3%	-$130K	0.45%	49
2026 Q1	$5M	Buy	17,911 +218	+1%	+$66.3K	0.57%	46
2025 Q4	$6.25M	Buy	17,693 +1,183	+7%	+$430K	0.7%	38
2025 Q3	$5.43M	Buy	16,510 +589	+4%	+$190K	0.64%	42
2025 Q2	$5.14M	Buy	15,921 +748	+5%	+$198K	0.64%	43
2025 Q1	$3.06M	Buy	15,173 +14,049	+1,250%	+$3.77M	0.43%	56
2024 Q4	$252K	Buy	1,124 +85	+8%	+$21.2K	0.03%	194
2024 Q3	$270K	Buy	+1,039	New	+$206K	0.04%	187
2023 Q3	–	Sell	-2,460	Closed	-$225K	–	201
2023 Q2	$225K	Buy	+2,460	New	+$204K	0.04%	200
2023 Q1	–	Sell	-2,325	Closed	-$200K	–	209
2022 Q4	$200K	Buy	+2,325	New	+$209K	0.04%	202

Other funds holding CEG

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

River Wealth Advisors's CEG Position: Q3 2026 in Review

River Wealth Advisors increased its Constellation Energy (CEG) stake by 5.8% in Q3 2026, buying an estimated $270K and bringing the position to 18,458 shares worth $4.69M. The position accounts for 0.5% of the portfolio, ranked #46.

River Wealth Advisors first reported a position in CEG in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.25M in Q4 2025. 1,248 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

River Wealth Advisors held 18,458 shares of Constellation Energy worth $4.69M as of Q3 2026.
River Wealth Advisors bought 1,010 Constellation Energy shares in Q3 2026, an estimated $270K.
Constellation Energy made up 0.5% of River Wealth Advisors's portfolio in Q3 2026, its #46 holding.
River Wealth Advisors first reported a position in Constellation Energy in Q4 2022 and has held it in 11 quarters since.
River Wealth Advisors's Constellation Energy position peaked at $6.25M in Q4 2025.
1,248 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.