RKL Wealth Management’s Constellation Energy CEG Stock Holding History

RKL 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	$746K	Hold	2,936	–	–	0.06%	111
2026 Q2	$729K	Buy	2,936 +48	+2%	+$13.5K	0.06%	112
2026 Q1	$806K	Buy	2,888 +52	+2%	+$15.8K	0.07%	105
2025 Q4	$1M	Buy	2,836 +17	+0.6%	+$6.18K	0.08%	92
2025 Q3	$928K	Hold	2,819	–	–	0.08%	97
2025 Q2	$910K	Buy	2,819 +1	+0%	+$265	0.08%	96
2025 Q1	$568K	Sell	2,818 -52	-2%	-$13.9K	0.05%	115
2024 Q4	$642K	Buy	+2,870	New	+$716K	0.06%	110

Other funds holding CEG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

RKL Wealth Management held its Constellation Energy (CEG) position steady in Q3 2026 at 2,936 shares worth $746K. The position accounts for 0.06% of the portfolio, ranked #111.

RKL Wealth Management first reported a position in CEG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1M in Q4 2025. 756 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

RKL Wealth Management held 2,936 shares of Constellation Energy worth $746K as of Q3 2026.
RKL Wealth Management left its Constellation Energy share count unchanged in Q3 2026.
Constellation Energy made up 0.06% of RKL Wealth Management's portfolio in Q3 2026, its #111 holding.
RKL Wealth Management first reported a position in Constellation Energy in Q4 2024 and has held it in 8 quarters since.
RKL Wealth Management's Constellation Energy position peaked at $1M in Q4 2025.
756 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.