Riverbend Wealth Management
CEG icon

Riverbend Wealth Management’s Constellation Energy CEG Stock Holding History

Riverbend Wealth Management’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 		– Sell
-2,581
Closed -$641K – 173
2026
Q2 		$641K Sell
2,581
-450
-15% -$127K 0.32% 86
2026
Q1 		$846K Buy
3,031
+312
+11% +$94.8K 0.48% 58
2025
Q4 		$961K Buy
2,719
+160
+6% +$58.1K 0.6% 47
2025
Q3 		$842K Buy
2,559
+125
+5% +$40.3K 0.59% 47
2025
Q2 		$785K Buy
+2,434
New +$644K 0.59% 44

Other funds holding CEG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Riverbend Wealth Management's CEG Position: Q3 2026 in Review

Riverbend Wealth Management sold out of Constellation Energy (CEG) in Q3 2026, closing a stake of 2,581 shares — an estimated $641K sold.

Riverbend Wealth Management first reported a position in CEG in Q2 2025 and held it in 5 quarters. The position peaked at $961K in Q4 2025. 880 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • Riverbend Wealth Management reported no remaining Constellation Energy position as of Q3 2026 after selling out during the quarter.
  • Riverbend Wealth Management sold 2,581 Constellation Energy shares in Q3 2026, an estimated $641K.
  • Riverbend Wealth Management first reported a position in Constellation Energy in Q2 2025 and held it in 5 quarters.
  • Riverbend Wealth Management's Constellation Energy position peaked at $961K in Q4 2025.
  • 880 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.